“Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.”

Author of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins the Tech Report’s Isaac Pound to talk about how the Ai build out is not as big as it seems meanwhile Nvidia’s GPUs are going unused and losing value spelling trouble for CoreWeave’s GPU backed debt.

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“I don’t think this is a magic solution to change the paradigm of how we use AI or the hardware.”

AI sustainability leader Boris Gamazaychikov talks to the Tech Report’s Isaac Pound about why TurboQuant, Google’s new compression breakthrough, is another DeepSeek moment for the AI industry.

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Tech Journalist Natasha Bernal talks about the influence of big tech companies and does it outweigh their accountability?

Will Guyatt tells us that there might be an end to the RAM crisis as OpenAI’s spending cuts throw their DRAM orders with Samsung and Sk Hynix into question

And

Author of Where’s Your Ed At and host of Better Offline podcast Ed Zitron talks about how the AI build out is not as big as it seems. Also Nvidia’s GPUs are not being used could this cause trouble for CoreWEave’s GPU backed debt

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“I think we are approaching a reckoning.”

Tech journalist Natasha Bernal talks to the Tech Report’s Isaac Pound about how people are becoming more wary of big tech companies whose influence far outweighs their accountability.

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“Hyperscalers have gone from the asset light cash machines to asset heavy behemoths.”

Author of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins the Tech Report’s Isaac Pound to talk about how the Ai build out is not as big as it seems meanwhile Nvidia’s GPUs are going unused and losing value spelling trouble for CoreWeave’s GPU backed debt.

Ed's latest free newsletter: https://www.wheresyoured.at/the-ai-industry-is-lying-to-you/

Discount link for Where's Your Ed At: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/3o1fvrk88u#/

📩 Read Ed’s newsletter: https://wheresyoured.at

🎧 Listen to Ed’s podcast: https://betteroffline.com

For more from Ed:

BlueSky: @edzitron.com

Twitter: @EdZitron

Hosted on Acast. See acast.com/privacy for more information.

“If this is still going on for another month or so then we’re in a real problem territory.”

The Financial Times’s Tej Parikh talks to the Tech Report’s Isaac Pound about how the blockade of the Strait of Hormuz is threatening to derail the AI boom and a major supply chain weakness has been exposed by the conflict.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.