“Despite hundreds of billions of GPUs sold, nobody seems to make any money, other than NVIDIA, the company that makes them, and resellers like Dell and Supermicro who buy the GPUs, put them in servers, and sell them to other people.”
Our reading:
Apart from NVIDIA and GPU resellers like Dell and Supermicro, nobody in AI appears to make money.
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 wrote that despite hundreds of billions of GPUs sold, 'nobody seems to make any money', other than NVIDIA and resellers like Dell and Supermicro. The word 'seems' makes this an impression, not a firm statement. He names no measure of making money, such as revenue, operating profit or net profit. He also does not say who counts as 'nobody': GPU operators, cloud firms or the wider supply chain. Scoring it would mean choosing a measure and a set of companies he did not name. The contract therefore does not score it, and no outcome evidence is cited.
Caveats
- No outcome evidence is cited, so this case does not show whether any particular company made or lost money on GPUs.
- The case does not test a firmer version of the claim with a named measure and scope.
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
- except NVIDIA, Dell, Supermicro (their words)
Where we had to interpret
- He hedges this as an impression ('nobody seems to make any money'), not a firm statement that every GPU buyer loses money.
- 'Make any money' has no stated measure (net profit, operating profit, gross profit on GPU services, or AI-specific segment profit). The scope of 'nobody' is also open: GPU operators only, or also chip suppliers and cloud firms.
- Big cloud firms do not report AI-specific profit. So the impression cannot be cleanly confirmed or refuted from public filings without supplying a measure and scope he did not give.
- Turning this into a firm profitability test would add a precision he did not commit to. It is therefore not scored.
We don’t grade claims like this. We only check the quote and who said it.
We found 50 claims in this post. See them all.
Full record
Source and dates
Where's Your Ed At, The Case Against Generative AI, paragraph 100.
- 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 2025-09-29.
Where it was said (1)
Said once in the posts we read.
: Where's Your Ed At, The Case Against Generative AI
Despite hundreds of billions of GPUs sold, nobody seems to make any money, other than NVIDIA, the company that makes them, and resellers like Dell and Supermicro who buy the GPUs, put them in servers, and sell them to other people.
- Where
- paragraph 100
- Published
- 2025-09-29
- 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.