Power Capacity

topic on 3 shows · 4 statements across 4 episodes

Innovators & Investors Catalyst the MAD Podcast

4 statements about Power Capacity, every show

CATALYST Assertion Partly supported
Eliahu-Ontiveros: CoreWeave's contracted power plateaued at 3.5 GW since Q3 2025
“CoreWeave, they have, you know, three and a half gigawatts of contracted power. Contracted for that means signed leases for the most part, some self-built, mostly signed leases with third parties. And what you saw was that this number was about, if I remember …”
Jeremy Eliahu-Ontiveros Jul 9, 2026 ▶ 24:05 Inside the AI power wars
MAD Assertion Contradicted
Patel: The US has not built wholesale new power capacity in 50 years
“America's not built power for 50 years really, right? It's like converted from coal to gas and like things like this, but like really just have not built wholesale new power on a large scale.”
Dylan Patel Feb 5, 2026 ▶ 55:21 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Dawber: London needs to double its power capacity within 10 years
“We need to double the power capacity of London over the next 10 years.”
Howard Dawber Nov 5, 2025 ▶ 24:00 Ep1: Global Scale: India London Corridor ft. Howard Dawber, OBE - Dty. Mayor London
CATALYST Insight
Janous: Power capacity in 2027 is worth significantly more than in 2032.
“The value of a megawatt in twenty-twenty-seven is worth more than a value of a megawatt in twenty-thirty-two, because there's an assumption that by twenty-thirty-two, power will probably be more abundant, that will have sort of run through this cycle.”
Brian Janous Dec 5, 2024 ▶ 26:18 Explaining the 'Watt-Bit Spread'

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