Sixth Street CEO: ~$200B of Chips Sitting in Warehouses as Data Centers Lag Behind
SumitGup · x · 2026-11-12
In a Bloomberg interview, Sixth Street CEO Alan Waxman warned the AI race is rife with "speculative behaviors": roughly $200 billion worth of chips are sitting in warehouses because data centers aren't ready. That's a real risk, he added, since chips can depreciate rapidly.
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