Data Center Capacity
topic on 5 shows · 7 statements across 6 episodes
No Priors 
Catalyst 
the a16z Podcast 
All-In 
20VC
7 statements about Data Center Capacity, every show
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.”
Chamath: 7GW of data centers could be canceled in 2026
“This year coming in 26, we have about seven that could be canceled if you use this map.”
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.”
Cerebras making multi-year, multi-hundred-million-dollar supply chain and data center commitments
“We're making five and seven year investments in, in a data center capacity. We are making hundreds of millions now on term of billions of dollars of bets in supply chain.”
Helberg: Meeting 2030s US data center power demand definitely runs through nuclear
“Some statistics say that our data center capacity will require us to double our overall electricity production in the 20 thirties. We could, I think it's possible to do that, and Sarah, you pointed out that if we want to re-industrialize, you know, the, those …”
Kann: US had roughly 20 GW of data center capacity in early 2024
“For context, we had about 20 gigawatts of data center capacity in the United States prior to that, so the bet is whether it will double by 2030 or not.”