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

“Hyperscalers have clearly been retrofitting old data centers to fit their new chips, and based on my research, I can find no compelling evidence that they’ve added more than a few hundred megawatts a piece since 2023.”

Where Are All The Data Centers?, paragraph 199.

Our reading:

Hyperscalers have clearly been retrofitting old data centers to fit their new chips, and based on his research Zitron can find no compelling evidence that they have each added more than a few hundred megawatts since 2023.

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

The central clause reports a personal research judgment. Treating it as a numerical ceiling on actual capacity, or as a claim that disclosures did not exist, would change its meaning. AWS supplies relevant retrofit context, but that cannot settle the whole statement.

Caveats

  • This disposition does not validate the suggested capacity ceiling.
  • The independently checkable retrofit clause does not make the personal evidential judgment objectively scoreable.

Evidence (1 item)

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

  • based on my research (their words)
  • a piece (per hyperscaler) (their words)
  • since 2023 (their words)

Where we had to interpret

  • Preserve the explicit claim about what the speaker found compelling in his research.
  • Do not replace it with an assertion that no public disclosures existed or that actual additions were below a numerical ceiling.
  • The retrofit assertion is independently checkable, but checking it cannot settle the accompanying personal assessment of evidence.
  • The described research period extends from 2023 through publication. January 1 is used only to represent the unspecified starting point within 2023.

We don’t grade claims like this. We only check the quote and who said it.

What would settle it

A documented research record and a stated standard for compelling evidence, or a separate objective claim about capacity additions.

We found 41 claims in this post. See them all.

Full record

Source and dates

Where's Your Ed At, Where Are All The Data Centers?, paragraph 199.

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 2026-05-12.

Where it was said (1)

Said once in the posts we read.

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

    Hyperscalers have clearly been retrofitting old data centers to fit their new chips, and based on my research, I can find no compelling evidence that they’ve added more than a few hundred megawatts a piece since 2023.

    Published
    2026-05-12
    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

  1. PublishedBy us

    Published after both AI reviews and the final check passed.

  2. Held backBy us

    A reviewer said our test wasn’t fair to what was actually said.