Power Infrastructure
topic on 3 shows · 3 statements across 3 episodes
3 statements about Power Infrastructure, every show
Tiwari: Near-term AI power bottlenecks are electricians, steel, and physical components
“Like, you can't get steel. You can't get you can't find enough electricians to build out, you know, the power infrastructure. Substations, transformers, air chillers. These are, like, very specific power infrastructure needed to just get to a point where you c…”
Nadella: Microsoft's bottleneck is power and warm shells, not chip supply
“Quite frankly, the biggest issue we are now having is not a compute blood, but it's a power, and it's sort of the ability to get the bills done fast enough close to power. So if you can't do that, you may actually have a bunch of chips sitting in inventory tha…”
Janous: AI companies pay huge speed premiums because base infrastructure is cheap.
“The cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you …”