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Edge Data Centers

topic on 1 show · 4 statements across 2 episodes

Catalyst

4 statements about Edge Data Centers, every show

CATALYST Prediction Held up
Kann: 300 MW data centers have lower cost per FLOP than edge
“My guess is, you know, your 300 megawatt data center on a fully loaded levelized cost of flop is just gonna be cheaper.”
Shayle Kann Mar 12, 2026 ▶ 15:56 AI scaling pathways: on grid, on edge, off grid, off planet
CATALYST Insight
Shifting inference to edge data centers will reduce efficiency and increase energy costs
“I think as you shrink the system down, you will get, you will lose an efficiency. You will be trying to build these 20 megawatt data centers and maybe footprints or facilities that weren't designed initially for those workloads. So yes, I think total energy co…”
Dr. Ben Lee Dec 18, 2025 ▶ 45:48 Will inference move to the edge?
CATALYST Prediction Open · timeframe Dec 2035
80% of AI inference compute will move to the edge by 2035
“So I would say that we could be getting 80% of our compute done locally and leaving 20% of the heavy lifting or the more esoteric, the more corner case compute for the data center cloud. That is, of course, excluding the training. The training will Continue to…”
Dr. Ben Lee Dec 18, 2025 ▶ 41:54 Will inference move to the edge?
CATALYST Prediction Not checkable as stated
Siting distributed edge compute will become easier than 1GW data centers
“I think finding capacity there may eventually become easier than finding the next thousand megawatts.”
Dr. Ben Lee Dec 18, 2025 ▶ 25:40 Will inference move to the edge?

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