Gigawatt
topic on 5 shows · 7 statements across 7 episodes
Sourcery 
Catalyst 
Big Technology 
All-In 
20VC
7 statements about Gigawatt, every show
Chamath Palihapitiya claims a gigawatt of data center capacity costs $100 billion
“A gigawatt now costs a hundred billion dollars guys.”
Rangwalla: Gigawatts are the atomic unit of AI growth and a major bottleneck
“And really the gigawatt is almost the atomic unit of where the growth in AI is coming from. And it's one of the biggest shortages as well that's out there.”
Chamath: AI infrastructure costs $50B per gigawatt with 5-6 year payback
“Right now that, that thing is roughly accurate, which is, it's about fifty billion per gigawatt, and it's about a five to six year payback just to get into the money, and then it's about ten billion a year.”
Matthew: Amazon added 3.8 GW and Microsoft added 2 GW over 12 months
“Like Amazon brought on 3.8 gigawatts in the last 12 months. So they're going to double their footprint in the next two years. Microsoft said they're going to double as well. And they brought on two gigawatts in the last 12 months.”
Cahn: Building out one gigawatt of AI power costs $40B to $60B
“A gigawatt is forty billion dollars to build out. Jensen says it's 50 or 60 if you use the next generation Vero Rubin chips. So let's say it's somewhere between 40 and sixty billion.”
Lubershain: The power grid cannot add hundreds of gigawatts this decade
“We can add a certain number of tens of gigawatts
Through the remainder of the decade, but we're not adding hundreds of gigawatts, right?
Like that just is not possible.”