The AI Bubble's Impossible Promises
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An in-depth analysis of the AI infrastructure bubble reveals the impossibility of OpenAI's trillion-dollar data center promises. The piece examines critical power supply shortages, GPU depreciation economics, and physical constraints that make gigawatt-scale data centers unfeasible within promised timelines. Stargate Abilene currently has only 200MW of power for a planned 1.2GW facility, requiring at least 1.7GW total. With transformer shortages, electrical steel scarcity, and multi-year construction timelines, the article argues that AI companies' infrastructure commitments are fundamentally unrealistic, despite driving 92% of recent GDP growth through speculative investment.
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