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Ed Zitron
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- 1Ed Zitron questions where Nvidia's chips are actually going●Watched Ed Zitron on The Tech Report this week and one question stuck with me: where are all the chips? Even Microsoft's
Tech industry commentator Ed Zitron appeared on The Tech Report this week, arguing that Nvidia can compel large customers like Microsoft to buy and hold vast quantities of AI chips that sit idle. He noted Microsoft's own chief executive has admitted to holding chip inventory the company cannot yet connect, fuelling debate over whether data centre buildouts can keep pace with Nvidia's supply commitments.