compute infrastructure
3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Jul 1, 2024 by Matt Clifford · across every show →
Everything said about compute infrastructure, oldest first
Jul 1, 2024 negative
Matt Clifford: Local Councils Blocked US Tech Giants' UK Data Center Investments
“And the number one issue that these companies had, and I'm really not exaggerating, was we want to invest billions and billions of dollars to build compute infrastructure in the UK, and your local county councils in the middle of nowhere keep vetoing our data …”
Apr 14, 2026 positive
Anj Midha: Compute infrastructure requires an electrical grid-like coordinating mechanism
“Well, obviously in the world of infrastructure, I think we need something like the grid. For, in the compute infrastructure. So that's what I've spent most of my days on, which is a coordinating mechanism for that, that allowed this, the, not the commoditizati…”
Apr 14, 2026 negative
Midha: Frontier AI Labs Are Running Compute at Half Capacity
“And many of them are running their own generators in their backyards at half capacity. And I'm going, this makes no sense. Let's all pull our generators so that a shoe factory can spike up during the day, a steel factory can spike up during the night, and then…”