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data center infrastructure

also referred to as: datacenter infrastructure

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2026 by Ben Horowitz · across every show →

Everything said about data center infrastructure, oldest first

Aug 28, 2026 bullish
Assertion Not checkable as stated
Horowitz: AI compute demand is growing 10x annually, outpacing physical supply
“The demand is growing. You know, 10 X a year right now, and, you know, the supply just can't grow that fast.”
Ben Horowitz Aug 28, 2026 ▶ 36:34 Why Top Founders Are Racing Into AI Infrastructure
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