McCullough: Roughly 80 percent of China's AI data centers sit unused
Brian McCullough · OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly? · Mar 29, 2025 · at 25:43
Brian McCullough discusses AI compute infrastructure utilization and compares current AI capital expenditure to historical tech bubble cycles.
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“And there was an article that I did this week about how in China something like 80% of the build out of their data centers for AI is, is currently unused.”
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