Where're All the AI Chips?
With that in mind, if you haven’t already, check out the first Hater's Guide To Oracle (or part 2), or perhaps my premium piece about how OpenAI Kills Oracle, or even my Hater's Guides To the SaaSpocalypse, Private Credit, and Private Equity. If you want to get in touch — and especially if you have any juicy information about Anthropic, OpenAI, or any other companies in the AI bubble — hit me up on Signal at ezitron.76. Soundtrack: Flobots - HandlebarsA few months ago, I asked where all the data centers were, because I was struggling to find proof that very many were being finished despite all the capex spending, construction, and the skyrocketing cost of RAM.
- ▪With that in mind, if you haven’t already, check out the first Hater's Guide To Oracle (or part 2), or perhaps my premium piece about how OpenAI Kills Oracle, or even my Hater's Guides To the SaaSpocalypse, Private Credit, and Private Equit
- ▪If you want to get in touch — and especially if you have any juicy information about Anthropic, OpenAI, or any other companies in the AI bubble — hit me up on Signal at ezitron.76.
- ▪Soundtrack: Flobots - HandlebarsA few months ago, I asked where all the data centers were, because I was struggling to find proof that very many were being finished despite all the capex spending, construction, and the skyrocketing cost of
Hacker News (AI / LLM) files mainly under ai. We currently carry 6,022 of its stories.
Story provenance
Source · retrieval · rights · ranking — open for full record
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Story provenance
Attribution is not the same as permission. This drawer separates discovery metadata, excerpts, WeSearch-generated summaries, reuse status, and whether the publisher receives the visit. Nothing here claims a legal grant the publisher has not made.
Record
| Original publisher | Ed Zitron's Where's Your Ed At |
| Canonical URL | https://www.wheresyoured.at/wherere-all-the-ai-chips/ |
| Publication time | Tue, 22 Sep 2026 14:47:07 +0000 |
| Retrieval time | 2026-09-22T14:58:50.969Z |
| Last seen | 2026-09-22T14:58:50.969Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | None |
| Cluster logic | Not yet clustered, or no peer story found in the clustering window. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
Rights status (four layers)
WeSearch handling by dimension
| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month.In return you get a weekly premium newsletter including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s finances, and the AI bubble writ large. It's a great way to support my free work, and you'll get full access to my massive archive of premium analyses of the tech and finance industry.On Friday, I’ll publish the second part of The Hater’s Guide to AI Debt (here's part 1) — where we’ll talk about the spiraling costs associated with standing up compute, why they won’t get better, and how the situation poses an existential risk to counterparties like Oracle.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Ed Zitron's Where's Your Ed At.
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