Data Centers

Category

Power, cooling, land, and capital. The infrastructure behind AI, cloud, and enterprise computing - and the bottlenecks shaping who can scale.

2 stories

Data Centers, Not AI, Are the Bubble

This hundred-billion-dollar frenzy around data centers and GPUs is the bubble, not AI or LLMs. In five years phones will run local LLMs that handle 95% of everyday tasks at native speed. Trillions poured into centralized GPU farms will look stupid. AGI is not coming from pouring more GPUs into a word-guessing machine.

Stated on: Dec 30, 2025

Artificial Intelligence AI Bubble +1
Source: Justin Flood

OpenAI is literally WeWork

• Sam Altman ≈ Adam Neumann • Renting data centers ≈ Renting office space • Massive financial commitments, marginal revenue •Consumers love the brand name •Investors worship the founders OpenAI is WeWork 2.0

Stated on: Dec 4, 2025

OpenAI Data Centers +4
Adam Neumann Adam Neumann Sam Altman Sam Altman
Source: Daniel Yarzagaray-Modjeska