data center

“You think about a self-driving car, it's effectively a data center on wheels. And a drone is a data center with wings, and a robot is a data center with arms and legs, and a boat is a floating data center”

“If you moved all of the queries that were search queries and turn them into intelligent personal assistant queries, we would have to grow our data centers by two orders of magnitude.”

“We like to say the mobile supply chain is eating the data center, right?”

“Data center, which tends to be the plumbing of the internet has been one of these pretty state areas for a long time. And all of a sudden, there's been this unlocking of lots of innovation happening in the data center, largely on the back of, and not uncoincid…”

“Every data center of the future will be a scale out data center, right? Applications are going to change. The user base is going to need that as, you know, again, mobile, and then we start to think about Internet of Things as, You know, collecting all this inf…”

“Power and cooling are critical elements in designing a data center these days, so to the extent that we can go design a data center that uses much less power, requires much less cooling is optimizing on floor space, those are the ingredients for massive scale-…”

“What I'm specifically talking about with respect to the consumerization of IT is the idea that the components of mobile devices will become the basis for hardware in the data center of the future. And so, not unlike we saw the PC revolution replace mainframes …”

“It leads to this unbelievable waste, and waste in a data center is, is a big mess. 85% of the resources go unused”

“So even if we have a world with many different networks, it won't be hard to exchange across those networks because ultimately we're talking about cryptographically issued and transferred assets. So it's going to be much easier than integrating two data center…”

“80% of the security spend is at the perimeter of a data center, even though a minority of the traffic actually ever leaves the data center”

“So I would say speed has already been exploited. And now it goes back to, I think, security, fairness, and resiliency are going to be balanced out, so we probably won't end up with massive data centers in New Jersey and Chicago.”

“People complain about AWS pricing, but the flip side of it is like running a data center yourself is 10 times as expensive.”

“Intel has very, you know, has announced, like, they're not even focused on PC chips. Like that it's about the data center, and it's about IoT and VR and a bunch of stuff, but not, not like core i-seven, the next generation.”

“A form of consensus an algorithm specifically called Paxos and variants are used inside most large companies today in order to control sort of the scheduling and the design of their data centers.”

“If you're spending ten million dollars a year, you're probably still under critical, right? If you're spending a hundred million dollars a year on infrastructure, that, that maybe, A reason to look into options for your own dataset.”

“The good news from energy is these systems lend themselves to centralization of data centers, right?”

“You know, another good example is like data centers, as you noted you know, these regions where a lot of these data centers are located are expecting huge growth in energy demand to the point now that some large hyperscalers are looking at things like nuclear …”

“You know, France for example's embrace of nuclear, 20 years ago, has positioned them to have extraordinarily efficient data centers today.”

“The leading indicator is definitely compute. If you think about the AI supply chain, the first mile starts at the data center, right? That's the new atomic unit of sovereignty, I would say, which is a new thing.”

“Do you invest in data centers and energy? Yeah. Do you invest in, because that's the bottleneck for your growth really is, is A, well, how much people want to spend and can spend, and B, the ability to actually put them in data centers.”

“This, you know, this is like Intel with the GPU. Like they missed the GPU. In 2005. Right. And they missed the opportunity to buy the company, to do the work or whatever, and they kind of missed the data center too. It just took a longer time to figure out tha…”

“GPUs still internally use all the logic of showing things on a screen. You know, you buy like a GPU for a data center. It still has little ports on the back to connect a monitor to it. They'll never be used, right?”

“Google applied its algorithms to its own data centers, which are some of the best tuned grid systems in the world. 40% energy savings.”

“Because there's not enough power singularly in one location, data centers are being built where the power is available rather than power being brought to where the data centers are.”

“Nuclear is going to take five or 10 years. It's just not something that we're going to be able to do in the next two or three years”

“The issue is there's, like, a shortage of these gas turbines. You know, there's only, like, two or three companies that make these things, and, like, there's, like, a backlog of two or three years, so I think that's probably the immediate problem there that ne…”

“And today we put about four percent of the energy grid of the U S energy grid into those data centers.”

“If you put a GPU in the system and a data center, it gets fully utilized immediately.”

“So if I look at the drivers of our business for this year, it is data centers. It is massive amounts of chip financing.”

“Particularly with behind the meter power generation, when a data center goes in, It transforms a town like tax revenue. It doesn't double it like 10 X's and it is revitalizing all of these like dying small towns all over America.”

“Like there is an organized CCP funded campaign. I think against data centers here in America. Like I think a lot of it gets laundered through TikTok and it's just tragic because the other thing that's happening is this is re-industrializing America.”

“If I was taking a God's eye view, it would be extremely inefficient to build all of these data centers and replicate this data engineering process and train these very large models when in fact you could probably consolidate a lot of these efforts but it seems…”