Monologue: The AI Data Center Overbuild
Episode Date: September 25, 2026In this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Micros...
Better Offline is a weekly show exploring the tech industry’s influence and manipulation of society - and interrogating the growth-at-all-costs future that tech’s elite wants to build. Combining narrative-form storytelling, one-on-one interviews and panel-based discussions, Better Offline cuts through the buzzwords and obfuscation of the tech industry, investigating and evaluating the schemes and scams of everyone from cryptocurrency scumbags to the greediest of the venture capital elite. Tech industry veteran Ed Zitron and a dynamic coterie of guests will help listeners understand the who, how and why of how tech’s most powerful players are changing the world - for better or for worse.
275 episodes transcribedIn this week's Better Offline monologue, Ed Zitron talks about how $200bn to $300bn of AI GPUs are sitting in warehouses, how hyperscalers like Micros...
In this week’s Better Offline, Ed Zitron is joined by economist Paul Kedrosky to talk about how AI is distorting the bond markets to the point t...
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In this week's Better Offline monologue, Ed Zitron runs through how the AI bubble has increasingly become Jensen Huang and NVIDIA feeding different co...
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In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the recent slew of tech earnings, how analyst estimates sh...
In this week's Better Offline monologue, Ed Zitron runs through how the media deliberately ignores reality to hide how Microsoft, Google and Amazon&rs...
In this week’s Better Offline, Ed is joined by writer and software engineer Nik Suresh to talk about how AI mania is eviscerating global decisio...
In this week's Better Offline monologue, Ed Zitron runs through how hyperscalers have wasted $1.1 trillion in capex on AI in a desperate attempt to su...
In this week's Better Offline, Ed is joined by Prof G Markets’ Ed Elson to talk about the broken state of the stock market, the collapse of fina...