“Between them, I think there’s at least another $50 billion to $100 billion of CIP, but for fairness I’m not including it in the larger total.”
Our reading:
The author thinks the excluded operators and projects hold at least another $50 billion to $100 billion of construction in progress between them, which he leaves out of his total.
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
Zitron gives this as a personal guess ("I think there's at least another $50 billion to $100 billion") and leaves it out of his own total "for fairness". It is a hedged estimate, not a firm claim. Many of the entities he lists are private, sovereign, or off-balance-sheet, and Microsoft does not break out construction in progress. So even a firm version could not be fully summed from public records. Under the register's policy, it is recorded as not adjudicable.
Caveats
- No attempt was made to add up partial CIP for the public entities on the list, because the claim is not scored.
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 think (their words)
- at least (their words)
Where we had to interpret
- The speaker states a personal estimate ("I think") and leaves it out of his own total on purpose. It is a hedged guess, not a firm claim of fact.
- Many of the listed entities are private, sovereign, or off-balance-sheet, and publish no construction-in-progress figures. Microsoft does not break out CIP, as the post itself notes. Even a firm version of the claim could not be summed from public sources.
- Under the register's policy, a hedged estimate is not scored. It is recorded as not adjudicable.
We don’t grade claims like this. We only check the quote and who said it.
What would settle it
A firm claim, plus CIP disclosures for every listed entity as of about September 2026.
We found 55 claims in this post. See them all.
Full record
Source and dates
Where's Your Ed At, Where're All The AI Chips?, paragraph 57.
- 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 2026-09-22.
Where it was said (1)
Said once in the posts we read.
: Where's Your Ed At, Where're All The AI Chips?
Between them, I think there’s at least another $50 billion to $100 billion of CIP, but for fairness I’m not including it in the larger total.
- Where
- paragraph 57
- Published
- 2026-09-22
- 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.