Announced Projects

topic on 1 show · 2 statements across 1 episodes

All-In

2 statements about Announced Projects, every show

ALL-IN Prediction Open · timeframe May 2031

Chamath: 40% of announced AI data center projects will be canceled

“40% of all the announced projects get canceled because 40% of all projects in the last four years have been canceled.”

Chamath Palihapitiya May 1, 2026 ▶ 12:05 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

ALL-IN Assertion Supported

Chamath: Less than half of announced data center capacity is being built

“People have announced all these projects, Jason, but less than half of it is actually being built.”

Chamath Palihapitiya May 1, 2026 ▶ 10:21 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

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