AI Bubble: Data Centre Cancellations Are Skyrocketing - Ed Zitron (Video)
This is a 30 January 2026 published video.
“I don’t think OpenAI exists in two and a half years”.
For OpenAI to afford it’s $300bn five year agreement with Oracle, they will have to spend more than the entire revenue of Microsoft Azure in one year, says host of Better Offline Podcast & author of Where’s Your Ed At, Ed Zitron.
Massive AI data center builds in 2025 were characterized by extremely high spending and high financial risk, making their immediate, short-term profitability questionable and heavily debated, though necessary for long-term strategic positioning. While tech giants continued to build aggressively, analysts warned that infrastructure spending was far outpacing immediate revenue generation from AI services.
For 2025, AI data center builds were, for the most part, not immediately profitable, acting more as a speculative, long-term capital investment rather than a short-term profit driver.
https://youtu.be/j2nE3_HCvoU
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