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The Control Room

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THE CONTROL ROOM

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Nvidia headquarters building with financial chart overlay, illustrating the disconnect between reported stock growth and the risks of circular vendor financing in the AI infrastructure market.

Nvidia headquarters building with financial chart overlay, illustrating the disconnect between reported stock growth and the risks of circular vendor financing in the AI infrastructure market.

The AI Data Center Obsolescence Crisis: Why Physics is Popping the Bubble

Is the AI bubble bursting? Former Oracle SVP Tony Grayson exposes the collision of physics and finance: why 120kW cooling limits and $18B debt loads create inevitable data center obsolescence.

Tony Grayson

Nov 20, 20257 min read

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