The Tech Report

Hyperscalers are hiding a massive secret about uninstalled GPUs | Ed Zitron

September 25, 2026·48 min
Episode Description from the Publisher

“I estimate $200bn to $300bn worth of GPUs are either in warehouses or sitting in unpowered data centres.”Writers of Where’s Your Ed At and host of the Better Offline podcast Ed Zitron joins The Tech Report’s Isaac Pound to talk about the data center overbuild and Oracle issuing a force majeure notice over expected delays to it’s data center project in New Mexico. Hosted on Acast. See acast.com/privacy for more information.

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