data center

“I had come to the conclusion that Flash was going to replace all the mechanical storage in the data center.”

“Built ten million square feet of data center in, like, less than 10 years, and they, they're going on trajectories above that.”

“A lot of the capital going to fund data centers comes from real estate developers. Real estate investors”

“DPR is the biggest general contractor in building data centers.”

“Amazon in the last six months has announced fifty billion dollars of new data centers, right?”

“I mean, labor is the single biggest cost in data centers.”

“No one's ever going to train a frontier model on the same data center twice, because by the time you've trained it, the GPUs will be outdated, and the data center will be too small.”

“I think the vertical integration piece is gonna matter in the sense of you can't have a separate team running the data center and a separate team building the model. That is just not gonna work as these models get bigger and bigger. You need to deeply couple t…”

“Data centers take about two years to build. You are going to build, and it costs about two billion dollars per data center.”

“The bigger these models get, the more that scaling laws become the dominant thing, and so I think there's a really good argument to be made that basically the data center is the most important asset.”

“We're an economically rational actor, and so if it's cheaper for us to build out our own data centers, we'll go do that. We've run the numbers, and we feel confident that the price we're getting from our providers makes that not a really attractive path.”

“The data centers from, you know, two years ago versus the data centers in terms of size and power requirement that we're going to see in the next two years look radically different, not just because the scale of number of servers and nodes that we're interconn…”

“Data centers, I think, are something like, it's some single digit percentage of all power consumption. Like three, something, so it's not very big. And then AI within data centers is like, you know, a single digit percentage of that. So currently AI is not acc…”

“I am aware of about 20 gigawatts of power that people want to make available for data centers now. Right now there's about 15 gigawatts of data centers worldwide, so more than double the current capacity.”

“There's a 90 month lead time on generators right now”

“They think that edge computing is lower energy. Actually, edge computing is less energy efficient than computing in the data center.”

“Most of these projects will never be developed.”

“I very much worry there will be an oversupply of these chips. The problem is, is that, you know, remember, the chips are the collateral. So, you know, somewhere, you know, in the US or whatever, there's going to be a data center with like a thousand GPUs that …”

“I would put that bet at least on the table as being plausible at some point in time in the next three or four years that people find they're ahead of their investment schedules and just want to slow down.”

“So we've built our own data centers for training, and then for inference, we of course use some of our great partners across across the traditional.”

“In our case, it was if we assume we continue training the models that the way we want to. So very continuously, a lot of those models. Then second for the data transfers, and as we think about continuously bringing more data we will likely on a two year horizo…”

“We added five this year in the US to add more data centers, and we have more big ideas.”

“Like we will not have productive capital leave AI and data centers for more than three years. And so everyone that's like, oh, we're in an AI bubble, we're in an AI bubble and it's going to bust. I don't think so, because if we're in a bubble and you're antici…”

“One of the predictions I made last year, in addition to saying it was going to be the year of the data center in 20, 25, I said, Hey, we're going to have these construction delays. We're going to have issues now in building out these data centers. And the info…”

“Microsoft walked away from two data centers and it sent a message to the market like, hey, we're not stepping up.”

“I find that many companies have, really have excess demand, which is a very rare problem to have, but so many people want more OM inference, want more tokens generated, and we just don't have the semiconductors and data centers and electricity to meet the dema…”

“But the dilemma is you could do it in a very capital efficient way. So if someone wants to say, I want to put ten billion dollars to work. You know, yes, you can build ten billion dollars worth of data centers. We know how to spend that money. But how do you s…”

“We have to guarantee zero percent financing for all data centers. We'll get all our money back.”

“Data center is the one that's the most under-invested categories today. When you look at inference needing to run for 24 hours a day for most of the knowledge worker population, and it running for like one percent of knowledge worker population today, I'm like…”

“Well, that would mean that you would leave mean significant, you would need significantly less.”

“I think getting rid of juniors is where we get budget for these data centers, in part.”

“Our data centers don't need to use a ton of water. They can recycle it. You can have a closed loop.”

“There won't be as many jobs that get created there. Whereas the states that do allow for data centers to be good, to be created, you know, people will prosper. They're gonna have great jobs. They'll, you know, see the downstream benefits of it.”

“And one advantage they have is they can actually build data centers A lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem.”

“You can squeeze water out of a rock, but why? There are better ways to do that right now on Earth.”

“So it takes 12 to 18 months minimum to build something like that.”

“We can stand up that power faster than they can build a data center.”

“You're going to see optic chips with which are very, very energy compliant. So when people talk about the data centers and the energy sucks, that's going to change.”

“If you're open AI or you're anthropic, the hundreds of billions in free cash flow that you need in order to pay back the debt that you're taking on in order to accommodate these data center build outs in order to get the next big training run, it's totally exi…”

“The most expensive part of a delivery of a GPU is if it's late, I'm still paying rent for that data center space.”

“Rubens are liquid cooled. But most of these data centers don't have liquid cooling installations already approved”