Gary Marcus predicts the data center binge will collapse, with many bankruptcies ahead
GaryMarcus · x · 2026-11-05
Gary Marcus endorses a warning that many private equity and data center developer bankruptcies could hit within months, as institutions recall debt from PE projects secretly leveraged on data centers. His verdict: the data center binge will likely collapse — some will survive, but many will not.
More from Infra
- Claim: CoreWeave Cut Off From Bond Markets, Unable to Meet 2027 Obligations — SumitGup · 2026-11-05
- Bratton: "Against Data Centers" Is the "No Nukes" of the 2020s — and Will Backfire — bratton · 2026-11-05
- Cornell sets semiconductor bandgap record with 7+ eV doped aluminum gallium oxide devices — AviatorAshley · 2026-11-05
- SiTime revenue hits $298.7M, up 257% YoY — BenBajarin · 2026-11-05
- George Hotz to teach CMU course where students build an ML compiler from scratch up to training LLMs on GPUs — QuixiAI · 2026-11-05
- CI costs scale directly with token prices, dev observes — aniketmaurya · 2026-11-05