global data center market

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 3, 2025 by David Sacks · across every show →

Everything said about global data center market, oldest first

Nov 3, 2025
Assertion Contradicted
Sacks: Roughly half of global data center capacity is on-premises
“About half the global data center market is, you know, is on-prem, meaning enterprises and governments create their own data centers.”
David Sacks Nov 3, 2025 ▶ 36:51 Sacks, Andreessen & Horowitz: How America Wins the AI Race Against China
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