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data center capacity

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 30, 2025 by David George · across every show →

Everything said about data center capacity, oldest first

Oct 30, 2025 positive
Assertion Partly supported
US data center spending over three years topped interstate highway budget
“Over the past three years, we have already built out in data center capacity a larger amount of dollars than the entire US interstate highway system, which took 40 years.”
David George Oct 30, 2025 ▶ 2:31 "Is there an AI bubble?” Gavin Baker and David George
May 29, 2026 negative
Assertion Supported
George: Scaled data center capacity unavailable until late 2028 or early 2029
“You can't get data center capacity at scale until late 28, early 29 right now, and that's just a fact.”
David George May 29, 2026 ▶ 24:46 The New Rule for Picking AI Winners | The a16z Show
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