The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants

Monetary Matters with Jack Farley

Dec 15, 2025•1 hr 7 min

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Episode description

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe

In this interview, Chanos breaks down why hosting GPUs is a commodity business with low returns and why the depreciation of AI chips (like Nvidia’s) creates a massive financial risk for companies like CoreWeave and Oracle. He also discusses the dangers of private credit, the accounting tricks at Live Nation, and why the "unprofitable" nature of today’s AI customers makes this cycle riskier than the Dotcom era. Recorded on December 11, 2025.

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