Pundit ClaimsAI claims by Gary Marcus and Ed Zitron, with the evidence

“I’ve spent hours and hours looking, and I’ve come up with a few hundred megawatts delivered in the past two years.”

Where Are All The Data Centers?, paragraph 175. The full statement is at the source.

Our reading, the sentence that was checked:

He could find only a few hundred megawatts of data center capacity delivered in the past two years.

Assessment: Unresolved Evidence as of

Where and when Ed Zitron wrote it

Where's Your Ed At, Where Are All The Data Centers?, paragraph 175.

Said
Source observed
live page, full text, public
Evidence as of
the cutoff for this assessment
Assessment recorded
assessment wyea-where-are-all-the-data-centers-395cc4-a1

We recorded 25 claims from this post. See every claim from this post.

The wording above is the version this site observed on 2026-10-28. The source may have been edited after 2026-05-12. This page does not claim the wording was captured then.

What the claim commits to

Kind
Observation
Deadline, as the speaker wrote it
None stated. This site does not add one.
Deadline state when assessed
No horizon
Deadline state on 2026-10-29
No horizon (the release’s reference date)

Conditions

  • capacity he could find (qualifier, stated by the speaker)

From the speaker

  • I’ve spent hours and hours looking
  • I’ve come up with
  • a few hundred megawatts
  • delivered in the past two years

Our interpretation

  • The claim concerns capacity Zitron identified in his research, not an unconditional ceiling on worldwide deliveries.
  • The two-year observation period runs backward from the post date: May 12, 2024 through May 12, 2026.
  • Delivered means completed and operating capacity, consistent with the surrounding discussion. Announcements and planned campus capacity do not qualify.
  • A few hundred means several hundred megawatts; the wording does not justify choosing a precise numerical cutoff.

Counts as supported if: An independently checkable record of the projects he identified, with commissioning dates and comparable capacity measurements, totals only several hundred megawatts within the target period.

Counts as contradicted if: An independently checkable record establishes that his research identified substantially more than several hundred megawatts of qualifying delivered capacity. A larger market-wide total alone does not contradict the personal research claim.

Retrospective: these criteria were written after the outcome was public.

Current assessment

Was it true for the period described?

Outcome: Unresolved

The record was checked, and the evidence available by the cutoff does not settle it.

Scored on a plain reading. The speaker named no measure for this claim, so it was judged on the reading an informed reader would take, stated below under our interpretation. Both reviews had to find that reading fair.

Evidence as of
Deadline state when assessed
No horizon
Assessment recorded
Policy version
2026-10-28.7

Rationale

Microsoft publicly reported a gigawatt of additions in one quarter. That challenges the broader implication of scarce deliveries, but it does not establish what Zitron found under his stated definition. The evidence does not independently verify or disprove his research total.

Limitations

  • Treating this as a worldwide delivery ceiling would materially change the claim.
  • Company-reported additions are not independently verified commissioning records.

Evidence (1 item)

  • Context only: Microsoft,

    another gigawatt

    Why it matters here: This is material contrary context for a broader claim that only several hundred megawatts were delivered. It neither identifies Zitron's research sample nor independently establishes completed, operating capacity under his definition.

    Publisher
    Microsoft
    Kind of source
    Company disclosure: the company describing itself, not an independent finding
    Describes events of
    Public from

What would settle it

A dated project ledger from his research, independently checked against operating dates and consistent capacity measurements.

Where it was said (1)

Said once in the sources this register covers.

  • : Where's Your Ed At, Where Are All The Data Centers?

    I’ve spent hours and hours looking, and I’ve come up with a few hundred megawatts delivered in the past two years.

    Published
    2026-05-12
    Source observed
    , live page
    Access
    full text, public

History

Assessment versions

Recorded events

  1. Assessment publishedBy this site

    First assessment published after both reviews and the final-text check passed.

    About assessment wyea-where-are-all-the-data-centers-395cc4-a1.