Terrestrial Data Centers

topic on 2 shows · 2 statements across 2 episodes

Catalyst All-In

2 statements about Terrestrial Data Centers, every show

CATALYST Prediction Open · timeframe Dec 2030
Janous: Terrestrial data centers will remain the vast majority through 2030
“I just look at the pie of total data centers by 20 30 and pick your date in the future. I'm a big believer of terrestrial data centers are still going to be, like, the vast majority of the way we build data centers. Like, I just don't, I'm not sure how much it…”
Brian Janous Sep 3, 2026 ▶ 37:16 What comes after the data center backlash?
ALL-IN Prediction Not checkable as stated
Palihapitiya: Terrestrial data centers will generate $100B-$200B revenue by 2030-2032
“So if you had to pick an underwriting case, Jason, I would flex the revenue and realize that terrestrial data centers alone are a hundred or two hundred billion dollars of revenue by 2030, 2032.”
Chamath Palihapitiya May 22, 2026 ▶ 1:03:30 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

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