Ed Zitron and Gavin Baker clash over how much of the $1T AI capex is real
edzitron · x · 2026-10-14
Commentator Ed Zitron and investor Gavin Baker publicly sparred on X over AI infrastructure spending. Zitron challenged how much of the touted $1 trillion in AI capex represents firm commitments versus double-counted or never-materialized deals, demanding clarity on which part "isn't being taken seriously." The spat continues their long-running disagreement over the AI bubble.
Related event: Zitron and Baker Clash Over the Trillion-Dollar AI Compute Commitments(7 posts)→
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