AIHacker Noonabout 5 hours ago
AI CapEx Bubble Hits Physical Grid Wall
21 min read
Wall Street's AI capital expenditure binge faces physical limits as gigawatt-scale data centers strain electrical grids. Training LLMs requires industrial-scale infrastructure, including Nvidia H100 GPUs and InfiniBand networking. Vendor financing loops, like Nvidia-Oracle-OpenAI, create artificial cloud revenue growth. CoreWeave uses GPU clusters as debt collateral, risking obsolescence-driven losses.
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