Ed Zitron

@edzitron

Newsletter http://wheresyoured.at - Better Offline Podcast - http://betteroffline.com - CEO at http://EZPR.com

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World & Business

Amazon stages Nvidia server racks in warehouses as some data centers lack power

Business Insider reports AWS took ownership of racks earlier in the supply chain, committing cash before installation.

4 Sources, 11h ago, updated 11h ago

Amazon reportedly stages Nvidia server racks as some AWS sites lack enough available power to turn them on

Business Insider reports some AWS sites lack enough available power to run racks; Amazon calls nearby staging best business practice.

12 Sources, 7h ago, updated 7h ago

Technology

Nscale reportedly in talks for second Anthropic deal worth about $45 billion

Reuters, citing Bloomberg, says the proposed deal would deliver 460 megawatts of computing power at Nscale's West Virginia campus.

16 Sources, 1d ago, updated 1d ago

Anthropic, Nscale in talks for new $45 billion AI cloud computing deal, Bloomberg News reports

Technology

Anthropic commits 5% of shares to Public Benefit Fund, pending stockholder approval

Coin Bureau says the fund could receive up to 2% more shares per 50% valuation increase, subject to board approval.

64 Sources, 12h ago, updated 12h ago

Technology

Anthropic reportedly offers Blackstone more than 10% yield to finance chip deal

Reuters, citing the FT, says Blackstone funds would invest $9 billion in debt backed by Anthropic’s five-year chip lease payments.

10 Sources, 2d ago, updated 2d ago

Anthropic offers Blackstone double-digit yield in chip-financing deal, FT reports

Technology

CoreWeave’s stock rebounds as Wall Street splits over AI spending

MarketWatch says investors are scrutinizing big AI companies’ finances, with sharply divided views on CoreWeave.

1 Source, 5d ago, first seen 5d ago

World & Business

Anthropic reportedly held pre-IPO investor meetings; OpenAI's IPO timing is in question

Anthropic reportedly held meetings at its San Francisco headquarters on October 14, ahead of a possible November listing.

1 Source, 6d ago, first seen 6d ago

Technology

Meta introduces Muse Wonder and Muse Wonder Full for AI agents

Meta AI Research says Active Memory retrieves relevant past details, while Active Focus helps Muse Wonder work through blockers.

62 Sources, 1d ago, updated 1d ago

World & Business

OpenAI's annualized revenue reportedly about $20 billion below what it had signaled

FT reports OpenAI told investors annualized revenue was approaching $50 billion in September, versus a widely reported $70 billion.

45 Sources, 10d ago, updated 10d ago

Entertainment

Trailer released for AI-made film ‘Gods Don’t Give Gifts’

The sci-fi film is set for a limited U.S. and UK theatrical release on December 4, 2026.

53 Sources, 13d ago, updated 13d ago

Gods Don't Give Gifts - Official Trailer (2026)

YouTube

Technology

Broadcom agrees to lend Anthropic up to $42 billion for AI chip leases

Reuters reports the deal, disclosed in Anthropic’s IPO filing, deepens ties spanning compute supply, equipment leasing and financing.

83 Sources, 12d ago, updated 12d ago

Extra yield demanded on hyperscaler debt reportedly up about 0.25 percentage points in 2026

The Information says the extra yield investors demand to hold hyperscaler debt has risen by about 0.25 percentage points this year. It also reports that CleanSpark had to offer investors big concessions to finance a data center it is developing for Meta.

8 Sources, 18d ago, updated 18d ago

Technology

Oracle reportedly sent ‘force majeure’ notice over New Mexico data center

Bloomberg reports Oracle wants to delay payments if Project Jupiter misses its planned 2028 opening—not walk away as the data center’s main tenant.

13 Sources, 25d ago, updated 25d ago

World & Business

AMD reportedly crosses $1 trillion in market value

A post cites AMD’s gains and demand for India’s NSE IPO as signs that investors are still chasing growth despite wars, interest rates and political noise.

2 Sources, 28d ago, first seen 28d ago

Technology

Dan Luu Dissects Ed Zitron's AI Predictions as Mostly Wrong

Dan Luu posted an analysis comparing Ed Zitron's forecasts against actual outcomes.

15 Sources, 49d ago, first seen 49d ago

Feb 2024: "I believe we're reaching the upper limits about what generative AI can do and how accurate its outputs can be."
Wrong4
March 2024: "Have We Reached Peak AI?"; another prediction that hallucinations mean that AI progress is limited to then-current levels
Wrong
April 2024: "As I previously warned, artificial intelligence companies are running out of data ..."; another prediction that models can't improve because there's no more data
Wrong
June 2024: OpenAI growth is stalling (with the implication it will continue to stall), which will lead to some kind of collapse of OpenAI
Wrong (it could be the case that OpenAI will collapse but, if so, it won't be due to any kind of growth stall from 2024)
July 2024: "Generative AI, as I said back in March, is peaking, if it hasn't already peaked. It cannot do much more than it is currently doing, other than doing more of it faster with some new inputs"
Wrong
July 2024: "Gen...

Ed Zitron Talks AI Bubble in Vanity Fair Profile

Taylor Lorenz shares tech critic's post about his Vanity Fair interview.

3 Sources, 49d ago, first seen 49d ago

Featured in

Amazon stages Nvidia server racks in warehouses as some data centers lack power

Amazon reportedly stages Nvidia server racks as some AWS sites lack enough available power to turn them on

Nscale reportedly in talks for second Anthropic deal worth about $45 billion

Anthropic commits 5% of shares to Public Benefit Fund, pending stockholder approval

Anthropic reportedly offers Blackstone more than 10% yield to finance chip deal

CoreWeave’s stock rebounds as Wall Street splits over AI spending

Anthropic reportedly held pre-IPO investor meetings; OpenAI's IPO timing is in question

Meta introduces Muse Wonder and Muse Wonder Full for AI agents

OpenAI's annualized revenue reportedly about $20 billion below what it had signaled

Trailer released for AI-made film ‘Gods Don’t Give Gifts’

Broadcom agrees to lend Anthropic up to $42 billion for AI chip leases

Extra yield demanded on hyperscaler debt reportedly up about 0.25 percentage points in 2026

Oracle reportedly sent ‘force majeure’ notice over New Mexico data center

AMD reportedly crosses $1 trillion in market value

Dan Luu Dissects Ed Zitron's AI Predictions as Mostly Wrong

Ed Zitron Talks AI Bubble in Vanity Fair Profile

Featured in

Amazon stages Nvidia server racks in warehouses as some data centers lack power

Amazon reportedly stages Nvidia server racks as some AWS sites lack enough available power to turn them on

Nscale reportedly in talks for second Anthropic deal worth about $45 billion

Anthropic commits 5% of shares to Public Benefit Fund, pending stockholder approval

Anthropic reportedly offers Blackstone more than 10% yield to finance chip deal

CoreWeave’s stock rebounds as Wall Street splits over AI spending

Anthropic reportedly held pre-IPO investor meetings; OpenAI's IPO timing is in question

Meta introduces Muse Wonder and Muse Wonder Full for AI agents

OpenAI's annualized revenue reportedly about $20 billion below what it had signaled

Trailer released for AI-made film ‘Gods Don’t Give Gifts’

Broadcom agrees to lend Anthropic up to $42 billion for AI chip leases

Extra yield demanded on hyperscaler debt reportedly up about 0.25 percentage points in 2026

Oracle reportedly sent ‘force majeure’ notice over New Mexico data center

AMD reportedly crosses $1 trillion in market value

Dan Luu Dissects Ed Zitron's AI Predictions as Mostly Wrong

Ed Zitron Talks AI Bubble in Vanity Fair Profile