50% Of AI Data Centers Have Quietly Been Cancelled Or "Delayed" ? (Video)

 

by N.Morgan

(Turn off VPN, as it can block certain videos, like Rumble)

I may not agree with everything from the content producers I share. Apply critical thinking and use discernment to form your own conclusions about the content in the videos.

FOLLOW ME ON TELEGRAM: https://t.me/NicoleM420

Join Telegram Group: https://t.me/+J3uYoyqtvvY2OTAx

 

 

In 2025 the world’s largest companies reportedly spent around 400 billion dollars on capital expenditures to support the development of artificial intelligence.

Adjusted for inflation, that would be 9 Manhattan Projects or 2 Apollo Programs, all within the space of just one year, and just on the infrastructure alone.

Put another way, last year more money was set aside for constructing and fitting out data centers than was spent on building single-family residential homes over the same time, and this number doesn’t even include non-public companies like Anthropic or OpenAI (which are harder to get reliable financial data on).

This number also doesn’t include any of the other costs outside of just building and fitting out the facilities themselves, like staffing, energy, security, and uhhh… “strategic acquisitions” like… podcasts… [this is open news; now everybody is making fun of it.]

These numbers are also only for 2025, and of course, recent announcements suggest that spending this year will once again break new records…

Now the (borderline comical) numbers being thrown around in the AI industry may not be that surprising to any of you anymore, but it has also been almost 4 years since this technology really came onto the scene with the first public release of ChatGPT…

 

 

In that time, not a single one of these companies has figured out how to turn a profit with this technology, even when using generous financial projections and accounting tricks…

The exception to this, of course, has always been… Nvidia (alongside the other hardware suppliers and chip manufacturers upstream of them).

The classic analogy (that you are probably sick of hearing by now) is that all of this may very well be an unsustainable gold rush, but the hardware companies are the ones making reliable profits by selling the pickaxes and the shovels…
however… by following the numbers it has raised some… questions about where these shovels are actually ending up.

 

Stories Contributed by N. Morgan