High-Priced Chips in Warehouses: Nvidia’s Big Con?

AI Data Centers: Big Tech's Impact on Electric Bills, Water, and More via @ConsumerReports

Massive data centers are gobbling up resources across the United States. The boom has just begun—and you may be paying for it.

GPU Pricing — Live Platform Rates | Vast.ai

Live GPU pricing on Vast.ai. Prices set by supply and demand across 40+ data centers. On-demand, interruptible, or reserved — find the right GPU at the right price.

Nvidia invests $5 billion into Intel to jointly develop PC and data center chips

Intel will help build x86 chips with Nvidia RTX GPU chiplets

I looked into CoreWeave and the abyss gazed back

The debt-laden AI compute company has been boosted by Nvidia.

"AI" centralization

So it seems like NVIDIA has agreed to buy Hugging Face. NVIDIA is the company building most of the chips used in “AI” data centers and Hugging face runs probably the biggest repository for data sets and open weight “AI” models in the world (Hugging Face also offers inference but not at relevant rates and […]

The AI boom is making the world’s cheapest smartphones disappear

AI data centers are driving demand for memory chips, pushing phone makers to raise prices and abandon some of their most affordable models.

Alibaba Creates AI Chip To Help China Fill Nvidia Void - Slashdot

Alibaba, China's largest cloud-computing company, has developed a domestically manufactured, versatile inference chip to fill the gap left by U.S. restrictions on Nvidia's sales in China. The Wall Street Journal reports: Previous cloud-computing chips developed by Alibaba have mostly been designed ...

Hold on to Your Hardware

A warning about rising prices, vanishing consumer choice, and a future where owning a computer may matter more than ever as hardware, power, and control drift toward data centers and away from people.

Yep, you are living in a Nvidia-led tech bubble

So many signs point to investors forgetting the basic principles of investing to chase hot AI stocks.

SF Compute: Commoditizing Compute to solve the GPU Bubble forever

Selling GPUs to avoid bankruptcy, empowering researchers with short term clusters, and why CoreWeave is maybe a real estate business

How Nvidia’s Jensen Huang became AI’s global salesman

Chipmaker’s chief is urging countries to build their own AI ecosystems — but using its tech

AI Is A Money Trap

In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that

People Hate Datacenters, Survey Finds

The data drops as Sen. Bernie Sanders calls for a moratorium on datacenter construction. 'We need to take a deep breath. We need to make sure that AI and robotics work for all of us, not just a handful of billionaires.'

Rohan Paul on Twitter / X

Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025