US Data Centers

topic on 3 shows · 3 statements across 3 episodes

Latent Space Sourcery Big Technology

3 statements about US Data Centers, every show

SOURCERY Assertion Supported
Hurlston: Chinese Optical Suppliers Have a Significant Presence in US Data Centers
“Between the U.S. Optical component suppliers and how much we supply into the Chinese data centers, very little. We don't supply very much gear into the Chinese data centers, whereas Chinese optical component suppliers, some of our competitors, have a pretty bi…”
Michael Hurlston Jul 29, 2026 ▶ 19:33 Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
LATENT SPACE Assertion Open · timeframe Dec 2026
Up to 20% of US data centers risk cancellation from community backlash
“Up to 20% of all data centers this year in the US, my understanding is are at risk... Of not getting the community support they need to get brought up.”
Anjney Midha Jun 18, 2026 ▶ 5:19 Why AI Labs With Unlimited GPUs Still Fail — Anjney Midha, AMP
BIG TECHNOLOGY Disclosure
Shevelenko: Perplexity hosts and post-trains Chinese open-source models in US data centers
“We never Integrate into perplexity any product that, or API that is hosted in China. We have ourselves post-trained. We have post-trained open source models. That, that come that are developed by Chinese labs. We run those in US data centers. We post-train the…”
Dmitry Shevelenko May 7, 2026 ▶ 49:29 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko

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