Data Center Infrastructure
topic on 4 shows · 4 statements across 4 episodes
the a16z Podcast 
Big Technology 
All-In 
20VC
4 statements about Data Center Infrastructure, every show
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.”
Friedberg: Data center CapEx is low beta while model development is high risk
“CapEx is high alpha, low beta in data center infrastructure, that capital, and model development theoretically could be high alpha, but it's very high beta. It's a very risky way to deploy capital.”
Beck: $900 billion will be invested in data center infrastructure in 2026
“Nine hundred billions are going to be invested in data center infrastructure in twenty-twenty-six alone.”
Ross: Data center demand has exceeded projections for ten consecutive years
“For the last 10 years, infrastructure for data centers, you're planning that out two, three, four, five years in advance, right? And what happens is everyone, everyone's predictions are wrong. They end up building too little. This has just been what, what's ha…”