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data center

also referred to as: data centers

5 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Sep 6, 2022 by Ben Gilbert · across every show →

Everything said about data center, oldest first

Sep 6, 2022 neutral
Assertion Supported
Gilbert: Massive AWS data center investments drove Amazon free cash flow negative
“They just invested so much in building out new data centers for AWS, they actually took Amazon cash flow negative. Their free cash flow is massively negative over the last 12 months because of these continued, unbelievably large investments.”
Ben Gilbert Sep 6, 2022 ▶ 2:21:40 Amazon Web Services · Acquired
Sep 6, 2023 bullish
Assertion Contradicted
Data center GPUs represent a $30 billion market growing to $50 billion
“Right now, GPUs In the data center are like a thirty billion dollar a year market going to like a fifty billion dollar next year”
Ben Gilbert Sep 6, 2023 ▶ 2:24:43 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 neutral
Assertion Supported
Global data centers contain one trillion dollars worth of installed hard assets
“There is one trillion dollars worth of hard assets sitting in data centers around the world right now.”
David Rosenthal Sep 6, 2023 ▶ 1:32:39 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 neutral
Assertion Supported
Global annual capital expenditure to expand and update data centers is $250B
“Annual spend on data centers to Update and add to that CapEx is two hundred and fifty billion dollars a year.”
David Rosenthal Sep 6, 2023 ▶ 1:32:50 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Oct 16, 2023
Insight
Huang: Distributed networking and infrastructure define data centers, not chips
“A data center is distinguished from a desktop computer versus a cell phone, not by the processor in it. A desktop computer in a data center uses the same CPUs, uses the same GPUs, apparently, right? Very close. And so it's not the chip, it's not the processing…”
Jensen Huang Oct 16, 2023 ▶ 40:08 NVIDIA CEO Jensen Huang · Acquired
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