“Sidenote: I estimate that there’s around $22 billion of annual non-OpenAI/Anthropic AI compute demand, with most of that coming from Jane Street (an investor in both CoreWeave and OpenAI) and, on a much larger scale, NVIDIA renting back its own GPUs.”
Our reading:
Zitron estimates there is around $22 billion of annual AI compute demand outside OpenAI and Anthropic, mostly from Jane Street and, on a much larger scale, NVIDIA renting back its own GPUs.
Assessment: Can’t be checked
What happened
Not graded on evidence
Outcome: Can’t be checked
An opinion, a recommendation, or too vague to test. Listed, not scored.
Evidence up to . Checked .
Why
He labels this his own estimate and says the number 'could be smaller'. He does not define what counts as AI compute demand, and gives no period beyond 'annual'. Grading the $22 billion figure would mean picking a definition and tolerance for him. The open downside also means a much lower true figure would still fit his words. So there is no fair way to call it supported or contradicted.
Caveats
- A later reviewer could test only the narrower point about who makes up most non-lab demand, if public data on Jane Street's and NVIDIA's compute rentals appears.
Evidence (0 items)
Claims like this aren’t scored, so there is no evidence to show.
How we judged it
- Kind of claim
- Observation
- Deadline
- None given. We don’t add one.
Conditions
- I estimate (their words)
- he says the number could be smaller (their words)
- non-OpenAI/Anthropic (their words)
Where we had to interpret
- The speaker presents this as his own rough estimate and explicitly says the true figure could be smaller. He gives no source, no definition of 'AI compute demand', and no period beyond 'annual'.
- With an open-ended downside and an undefined measure, there is no fair threshold to grade against.
We don’t grade claims like this. We only check the quote and who said it.
We found 37 claims in this post. See them all.
Full record
Source and dates
Where's Your Ed At, Concentration Risk, paragraph 58.
- Said
- We read the source
- live page, full text, public
- Evidence up to
- Checked
We read this wording on 2026-10-28. The post may have been edited after 2026-09-08.
Where it was said (1)
Said once in the posts we read.
: Where's Your Ed At, Concentration Risk
Sidenote: I estimate that there’s around $22 billion of annual non-OpenAI/Anthropic AI compute demand, with most of that coming from Jane Street (an investor in both CoreWeave and OpenAI) and, on a much larger scale, NVIDIA renting back its own GPUs.
- Where
- paragraph 58
- Published
- 2026-09-08
- We read it
- , live page
- Access
- full text, public
History
Versions
- Current: Can’t be checked. Evidence up to 2026-10-28.
What happened to this record
PublishedBy us
Published after both AI reviews and the final check passed.
Held backBy us
A reviewer said our test wasn’t fair to what was actually said.