The AI Industry Is Lying To You
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A detailed investigative critique arguing that the AI industry is systematically overstating data center construction progress. Key findings: only 33% of announced US data center capacity (241GW) is under active development, and actual new capacity brought online in 2025 was roughly 3GW of IT load. NVIDIA is selling GPUs years ahead of when data centers can actually be built or powered, creating a massive gap between sales and operationalization. The piece also covers NVIDIA GPU smuggling to China via Supermicro co-founder Wally Liaw's arrest, suspicious activity around Singapore-based Megaspeed, and the internal damage caused by hyperscalers forcing employees to use AI coding tools — leading to security incidents at Meta and Amazon outages. The author concludes the entire AI buildout is a capital misallocation bubble propped up by misleading media coverage and opaque industry reporting.
Table of contents
How Much Actual Data Center Capacity Came Online In 2025? My Estimate: 3GW of IT LoadIt Is Currently Taking 6 Months To Install A Quarter of NVIDIA’s GPU Sales, Calling Into Question The Logic of Buying More GPUsThere Is Only 5GW of Global Data Center Capacity Actually Under Construction, And Every Huge, Multi-Gigawatt Project You Read Is Going To Take 2 to 4 Years Or More To Complete — And Wood Mackenzie Believes Capex Growth Will Slow In 2026Jensen, How Do All These NVIDIA GPUs Keep Getting To China?LLMs Are Destroying Big Tech From The InsideThe Tech Industry Has Poisoned Itself With The Lies of AI5 Comments
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