Steve Eisman · The Real Eisman Playbook · Big Short Investor Explains How the AI Bubble Could Burst
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estimated the cost to build a gigawatt AI data center
$30 billion
“The cost to buy NVIDIA's latest GPU chip, Blackwell, can exceed $5,000 per chip. An AI data center can require at least 100,000 Blackwell chips, sometimes more. That means that the cost of just the GPUs is around $500 million.”
“We call it the Platform Data Center. It takes data from ServiceTitan, QuickBooks, and call center things and updates every night.”
“Zach Lane, the Republican nominee, a Trump endorsed candidate in the Republican primary by campaigning in favor of a data center moratorium and at odds with the Trump administration's position, green lighting AI and data centers. And he managed to win on a platform of putting Iowa lands back in Iowa hands.”
“Some companies have actually saved money by applying AI, but it's being replaced by all the spend with the tokens and data centers…”
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