Is Nvidia Selling More Chips Than Anyone Can Use?

Hundreds of billions in AI chips may be sitting unused in warehouses, raising doubts about real AI compute demand versus NVIDIA-driven overordering.

• Chips sit idle: Business Insider reports Amazon has warehoused some NVIDIA server racks it can't install; Ed Zitron estimates ~$200B+ of AI chips nationally are stranded, citing $374B in "construction in progress" at hyperscalers.
• Channel-stuffing allegation: Zitron says NVIDIA's new "Early Rack Receipt Program" forces Amazon to take delivery (and pay) before installation, calling it deliberate channel stuffing inflating NVIDIA revenue and consumer electronics prices via RAM shortages.

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