Elon Musk warns of compute stranded in partially complete data centers

Elon Musk expects substantial compute to be stranded in partially complete data centers, though he gave no year for that forecast. In a quote-post, Chamath Palihapitiya predicted that pipeline delays in 2027 could leave more purchased compute sitting in inventory or earning below its cost of capital. A separate post points to power-equipment bottlenecks but does not establish how much hardware is stranded.