The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
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Sridhar: AI revolution cannot be powered without natural gas
“And without natural gas, we are not going to be able to power the AI revolution. That's a fact.”
Sridhar: Politics will block taxpayer-funded grid expansions for hyperscalers
“Now, if the grid were to build excess capacity purely to meet this huge demand and expects the taxpayer to pay for it so the hyperscaler can benefit, That politics is never going to fly.”
Sridhar: Grid upgrades cannot match AI power demand within 5–7 years
“Realistically, over a five, six, seven year period, it cannot catch up with the demand base that exists out there.”
Sridhar: High-power AI data centers must adopt captive on-site power
“We are finally building high electricity intensity AI factories. These are, these data centers are AI factories. They have been the exception and not the rule. They are now going to have to follow the rule.”
Sridhar: Inference will account for 90% of AI power load within four years
“Three to four years from now, I predict that 90% of the load will be inference and 10% will be training, even though the 10% in training then will be significantly larger than the 90% training today.”
Sridhar: Data centers will shift to 800-volt DC architecture
“The second pain point that they are working on as we speak is shifting the mindset to an 800 volt DC bus going into Iraq. Let me explain this to you. When you are a large power plant that produces 50 megawatts, 500 megawatts worth of power, because so much pow…”
Sridhar: Sustainability has dropped to bottom-three priority for data center operators
“I would say for pretty much all the data center operators today, the sustainability goal has shifted from being in the top three to being in the bottom three.”
Sridhar: Carbon capture will scale before green hydrogen for power generation
“Carbon capture at scale, hands down, for electricity generation.”
Sridhar: Data center developer interest in off-grid power jumped from 1% to 29%
“18 months ago, the survey, you know, like respondents said, one percent of the survey respondents said they will use on-site power that is not connected to the grid. Two months ago when we did the same survey, 29% of the respondents said they will use on-site …”
Sridhar: Off-grid data centers will not return to the grid
“I think once they get used to this and understand all the advantages of this digitally purpose-built on-site power, they are not going to switch back.”
Sridhar: Tech value creation only happens when workloads move to the edge
“While things start In a very centralized fashion far away, ultimately the value is only created and the growth comes when that technology comes to the edge, closer to where people are, closer to where machines are, closer to where people are, and that is the p…”
Sridhar: AI microgrids will feature multiple distinct power generation sources
“Microgrids supporting such infrastructure will Definitely have a multiplicity of generation sources. Each one comes with very different attributes, and you may need particular attributes depending on what your end, end need is.”
Sridhar: Edge AI inference data centers will require 5 to 30 megawatts
“The inference data centers for AI, unlike the CPU data centers of today that are one to 10 megawatts, typically on the edge, are going to be Somewhere between five to 30 megawatts on the edge.”
Sridhar: AI computing loads rapidly swing between 10% and 100% capacity
“The AI load, unlike the CPU load, is very volatile. It has milliseconds, seconds, and minutes variation that go from 10% of a load to a hundred percent of the load. So you're talking about, if it's a hundred megawatt data center as an example, you're talking a…”