Data Center Projects

topic on 5 shows · 5 statements across 5 episodes

More or Less Sourcery Big Technology All-In 20VC

5 statements about Data Center Projects, every show

BIG TECHNOLOGY Assertion Supported
Beck: 60% of data center projects are delayed due to resource bottlenecks
“And today, 60% of the data center projects are delayed, mostly because natural resources are not here or because communities are pushing back.”
Christophe Beck Aug 3, 2026 ▶ 2:02 How Much Water AI Data Centers Actually Use. And What Can Be Done About It. — With Christophe Beck
20VC Assertion Partly supported
Stebbings: 40% of planned data center projects fail during approval processes
“I think 40 out of a hundred now are not being built when they go through planning and approvals.”
Harry Stebbings Jun 8, 2026 ▶ 1:00:42 Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
SOURCERY Opinion
Happi: Many publicly announced data center projects are phantoms that won't happen
“There's a lot of headlines about data center projects being planned or initiated. I don't think all of them are actually happening, so there's a lot of, like, phantom data centers that are being Announced.”
Hannan Happi Apr 15, 2026 ▶ 34:36 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
ALL-IN Assertion Supported
Chamath: 100 US data center projects face local opposition
“There are a hundred data center projects right now that are facing some form of local opposition.”
Chamath Palihapitiya Feb 28, 2026 ▶ 36:24 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
MORE OR LESS Assertion Partly supported
Dave Morin: Texas rains delayed data center projects by a quarter or more
“There were Ridiculous amount of Texas rains this year, and so that put back, like, a ton of these data center projects by, like, almost a quarter or more, because they literally just couldn't build them.”
Dave Morin Dec 19, 2025 ▶ 15:56 Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast

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