Chanos questions AI compute boom as Blackstone shops data centers while neocloud rates jump 50%
GaryMarcus · x · 2026-10-24
Gary Marcus reshares short-seller Jim Chanos's skepticism about the AI compute economy.
- Blackstone's Jon Gray says neoclouds that can deliver compute now get 50% more than a year ago, and older H100s still lease near original rates.
- Yet Chanos notes CoreWeave's debt yields have climbed to 15% and Blackstone is trying to sell data centers — a contradiction between compute demand narratives and credit-market signals.
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