Gary Marcus backs Ed Zitron: US data center capacity additions halved in Q4 2025
GaryMarcus · x · 2026-11-09
Gary Marcus amplifies Ed Zitron's March essay "The AI Industry Is Lying To You," arguing skeptics were right all along.
- Wood Mackenzie data shows US data center pipeline capacity additions halved from Q3 to Q4 2025, citing persistent load-queue challenges
- The pipeline is dominated by a few massive speculative projects, with a wide gap between announcements and actually commissioned capacity
- Zitron's core thesis: the AI bubble runs on manufactured inevitability, but physics and finances won't oblige
- Marcus hints some projects may even be honeypots
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