Go offline with the Player FM app!
The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants
Manage episode 524337216 series 3627237
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
In this interview, Chanos breaks down why hosting GPUs is a commodity business with low returns and why the depreciation of AI chips (like Nvidia’s) creates a massive financial risk for companies like CoreWeave and Oracle. He also discusses the dangers of private credit, the accounting tricks at Live Nation, and why the "unprofitable" nature of today’s AI customers makes this cycle riskier than the Dotcom era. Recorded on December 11, 2025.
Follow Teucrium on Twitter https://x.com/TeucriumETFs
Follow Jim Chanos on Twitter https://x.com/RealJimChanos
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
196 episodes
Manage episode 524337216 series 3627237
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe
In this interview, Chanos breaks down why hosting GPUs is a commodity business with low returns and why the depreciation of AI chips (like Nvidia’s) creates a massive financial risk for companies like CoreWeave and Oracle. He also discusses the dangers of private credit, the accounting tricks at Live Nation, and why the "unprofitable" nature of today’s AI customers makes this cycle riskier than the Dotcom era. Recorded on December 11, 2025.
Follow Teucrium on Twitter https://x.com/TeucriumETFs
Follow Jim Chanos on Twitter https://x.com/RealJimChanos
Follow Jack Farley on Twitter https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
196 episodes
Tüm bölümler
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.