Data Center Power

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Intrator: Data center power opportunity defines GPU hardware obsolescence

“My expectation is, is obsolescence will be defined by the moment in time where the power in the data center For me, will be able to be repurposed for a higher margin than the existing infrastructure provides.”

Michael Intrator Mar 23, 2026 ▶ 14:28 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

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Data Center Power

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Turn any episode into a week of clips.