You’re thinking of a different person.

Most recent free article: https://wheresyoured.at/the-subprime-data-center-crisis/

Number after number, e.g.:

  “Per my own analysis, NVIDIA’s predicted $1 trillion in Blackwell and Vera Rubin GPU sales (by the end of 2027) represents around 40GW of data center capacity, which will, assuming a PUE of 1.35, result in around 30GW of usable capacity. At a cost of around $12 million a megawatt, that works out to around *$435 billion in global annual compute revenue to make these data centers necessary.*“