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Ed Zitron questions where Nvidia's chips are actually going

Original: Watched Ed Zitron on The Tech Report this week and one question stuck with me: where are all the chips? Even Microsoft's

Tech industry commentator Ed Zitron appeared on The Tech Report this week, arguing that Nvidia can compel large customers like Microsoft to buy and hold vast quantities of AI chips that sit idle. He noted Microsoft's own chief executive has admitted to holding chip inventory the company cannot yet connect, fuelling debate over whether data centre buildouts can keep pace with Nvidia's supply commitments.

Why now: Fresh comments about Microsoft holding unusable Nvidia chip inventory have reignited debate over AI infrastructure overspending.

Ed ZitronNvidiaMicrosoftThe Tech Report

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• Watched Ed Zitron on The Tech Report this week and one question stuck with me: where are all the chips? Even Microsoft's CEO has said they have chips sitting in inventory they can't plug in. My take - Nvidia can force companies to buy and hold, and the data centres can't get… · HobbyHero · 5

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