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

“I truly cannot work out how Microsoft has brought on any more than 500MW of capacity in the last year based on my research, and think Microsoft is deliberately obfuscating whether said capacity was contracted rather than actively in-use”

Where Are All The Data Centers?, paragraph 98.

Our reading:

Based on his research, Zitron cannot work out how Microsoft has brought more than 500MW of capacity online in the last year, and he thinks Microsoft is deliberately obscuring whether that capacity was contracted rather than actively in use.

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

This combines a qualified report of his own research with an explicitly stated suspicion. Treating it as a 500MW ceiling or a firm finding of deliberate deception would change his commitment. The retrieved public capacity records cannot fairly settle those personal statements.

Caveats

  • This does not establish that Microsoft's disclosure was clear, accurate or deliberately misleading.
  • It does not establish that Zitron's research was complete or his suspicion well founded.

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

  • based on my research (their words)
  • in the last year (their words)
  • I think (as to deliberate obfuscation) (their words)

Where we had to interpret

  • The first clause reports an inability to account for capacity from his research. It does not impose a firm 500MW ceiling on Microsoft's actual additions.
  • The second clause explicitly expresses his suspicion about Microsoft's intent. It does not make an unqualified finding of deliberate deception.
  • The last year refers approximately to May 12, 2025 through May 12, 2026. This identifies the subject of his research, not a numerical outcome to score.

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

What would settle it

Independent contemporaneous research records could make the self-report checkable. A separate firm allegation about Microsoft's conduct would require its own criteria and evidence.

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 98.

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?

    I truly cannot work out how Microsoft has brought on any more than 500MW of capacity in the last year based on my research, and think Microsoft is deliberately obfuscating whether said capacity was contracted rather than actively in-use

    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.