Jim Chanos

speaker

320 appearances 1 recordings 1 series first heard Apr 2025 last heard Apr 2025

Jim Chanos’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Jim Chanos on Who's Getting Caught Swimming Naked · 12 Apr 2025 podcast

It's still the bet.

Um I think it's a really I've called it one of the worst business models I've ever seen because the CapEx is enormous.

You gotta keep replacing the air conditionings and the

racks and the networking equipment and um uh to keep these centers running.

And um the returns on capital are just abysmally low.

So we kind of said, All right, AI is a thing, it's an uncertain thing.

Market loved it.

Now the market's questioning it.

But we do know that the old data centers, the ones that have been around now, is this like an Equine twenty years.

Is this like an equinex?

Yeah, Equinex, uh digital realty, digital bridge.

Yeah.

Um those those have really challenged business models.

So for those of us that are that are a little bit older than you two, I mean, we remember um some of the round tripping that was going on in telecom equipment back in ninety nine and two thousand with Nortel and Lucent um providing financing for uh for its customers and then

selling things into those customers on on cheap terms.

And uh the whole thing unwound very quickly um when the dot com bubble and telecom bubble imploded.

I I put a tweet out that got got um some notice where I saw it Nvidia not only was doing the the core we've got deals, but had just bought a distributor of theirs.

And and that that was also a little worrisome.

Uh it's only a small part of their business.

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