GPU warehouses to be dumped in '27-'28? Blogger bets 90% AIDCs still get built
teortaxesTex · x · 2026-10-20
A quoted post predicts AI datacenters won't actually get built—the narrative is what sustains liquidity—and warehouses of Nvidia GPUs will likely be offloaded in 2027-28 as defaults loom, making compute dirt cheap again. @teortaxesTex pushes back, saying he's 90% sure AIDCs will still be built, though via "some very funny maneuvers," and points readers to watch the Chinese supply chain.
Related event: Debate Rages Over AI Data Center Bubble and Potential GPU Fire Sale(2 posts)→
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