Uploaded August 2026 | Updated September 2026, 2 weeks ago

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Brian sits down with Jordan Giesige from The Limiting Factor to break down xAI's massive terrestrial compute buildout, space-based data centers, and the economics of AI infrastructure. Topics include Colossus expansion, compute leasing revenue, Memphis power consumption, and whether AI demand is truly infinite.

Huge thanks to Jordan for joining us from the Limiting Factor. Check out all his videos, or follow him on X.
youtube.com/@thelimitingfactor
https://x.com/LimitingThe

0:00 AI Is Stupid
0:47 Meet Jordan Giesige
1:43 Colossus Terrestrial Compute
2:49 Space Based Compute
4:22 xAI Deploys Datacenters
5:15 Leasing Surplus Compute
9:03 Memphis Power Consumption
13:36 Revenue And Costs
15:53 Upside And Risks
24:19 AI Getting Better

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