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Anissa Gardizy

Reporter, The Wall Street Journal · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

journalist@anissagardizy8 ↗anissagardizy.com ↗

Gardizy investigates enterprise computing, the global AI data-center buildout, and major hardware and cloud players including Nvidia and OpenAI. Before joining The Wall Street Journal, she reported on cloud and compute infrastructure at The Information and previously covered business for The Boston Globe.

7statements → 7claims → 2claims resolved → 3.57/5average certainty → 2.86/5average debate potential → 1said about them ↓

2 supported 0 partly supported 0 contradicted 2 not yet assessed 3 not checkable as stated how the 7 claims stand · each chip opens the sources

3 predictions · 4 assertions · every statement was checked. The predictions and assertions are the 7 claims: statements the public record can support or contradict. 2 are resolved, 2 are not yet assessed, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Anissa argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Gardizy: OpenAI Is Developing In-House Chips and Using Cerebras Hardware
“Yeah, yeah, they are. They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip.”
Anissa Gardizy Jul 10, 2026 ▶ 10:12 Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Anissa Gardizy on measured tape to publish a rate. This says nothing about how they speak.

Everything Anissa Gardizy said on Big Technology that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Gardizy: Around 50% of AI data center projects will miss completion deadlines
“But on on projects that are actually getting built, I do think, you know, 50% not really getting done on time is is, you know, what I would expect.”
Anissa Gardizy Jul 10, 2026 ▶ 1:00 Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
Prediction Open · timeframe Jul 2028
Gardizy: OpenAI will not deploy 10 gigawatts of data centers within two years
“Like, even if you think of OpenAI, for example, announcing a 10 gigawatt project, you know, we're not going to see 10 gigawatts in the next couple of years, or they're going to sort of spread out that bet.”
Anissa Gardizy Jul 10, 2026 ▶ 1:17 Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
Assertion Supported
Gardizy: OpenAI Is Developing In-House Chips and Using Cerebras Hardware
“Yeah, yeah, they are. They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip.”
Anissa Gardizy Jul 10, 2026 ▶ 10:12 Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
Prediction Open · timeframe Jun 2028
Gardizi: OpenAI will not deploy 10 gigawatts in the next few years
“Even if you think of open AI, for example, announcing a 10 gigawatt project you know, we're not going to see 10 gigawatts in the next couple of years, or they're going to sort of spread out that bet.”
Anissa Gardizy Jun 26, 2026 ▶ 42:40 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Assertion Supported
Gardizi: OpenAI uses alternative chips and develops in-house silicon to diversify
“They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip. So I think maybe publicly they're doing some big announcements with NVIDIA, and I believe it's five gigawatts they have to deploy in the next couple of…”
Anissa Gardizy Jun 26, 2026 ▶ 51:36 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Assertion Not checkable as stated
Gardizy: Non-NVIDIA Chips Often Need Financial Backstops for Data Center Entry
“And in the instances that I'm seeing where there are non Nvidia chips, it's because of some sort of financial backstop. So I do wonder how much how long that will have to keep being the case, because that will definitely hinder non Nvidia chips if they need Sp…”
Anissa Gardizy Jul 10, 2026 ▶ 9:35 Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
Assertion Not checkable as stated
Gardizy: Major NVIDIA customers are actively working to adopt alternative chips
“Every single company that buys NVIDIA chips and is spending a lot of money on NVIDIA chips is trying really hard to make these other, other chips work, whether it's in-house chips from Google or Amazon or even in OpenAI's case and potentially Anthropik's case.”
Anissa Gardizy Jul 10, 2026 ▶ 8:21 Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode

The other half of the tape: Anissa Gardizy's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on Big Technology. every mention, with the transcript →

Who brings them up most Ed Zitron 1

Every mention by year

tap a year for its mentions
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0112025episodes it came up in
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2025 1 mention in 1 episode

Appearances (2)

EpisodeDateSpeaking time
Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode Jul 10, 2026 3m
Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Jun 26, 2026 3m
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