AI data centers

“All of the dollars that are going into the ground are being used. We're not building ahead of demand. In fact, we're clearly still behind demand”

“I'm allowing the people that are building to build their own electric plants, which nobody thought would happen.”

“If we don't find some compelling solves, and I'll tell you what the two ideas were, but if we don't find some compelling solves, electricity rates will double in the next five years.”

“I put this out there when I wrote that because I do think that this is the beginning of a trend.”

“One is the proximity that that region has to four billion people. Because if you think about building data centers, ultimately inferences, there's a certain window of time, and you have to be under Several hundred milliseconds, but if you do that and you draw …”

“I think ultimately this will bring down rates for residential consumers for two reasons. One is that when the data centers create their own power. They can sell back or donate back to the grid when they connect. They don't have to connect to the grid, but once…”

“If we don't put them here, someone else will put them on their shores, someone else will put them in their country, someone else will put them in their jurisdiction, and a lot of the economic value that arises from the people that will build those facilities, …”

“With this rate payer protection pledge, what you're going to see is that it could actually bring down consumer prices, because what happens is that when these data centers then set up their own power and connect to the grid, they can give back the excess to th…”

“The water thing is a total hoax. Like the water is recirculated. That's a hoax.”

“China loves it. China loves it. Yeah, let's hand, hand AI that race over to the Chinese.”

“A one gigawatt data center needs five gigawatts of solar. Each gigawatt of solar takes up 7000 acres. So at five gigawatts, that's 35,000 acres. That's bigger than San Francisco.”

“Data centers for a one gigawatt AI factory now, you need 50,000 tons of copper per gigawatt, and we're gonna start building 15 gigawatts of these things per year.”

“If there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

“Everything will trade down, you know, together because that's just the leverage that you're pumping into the system. You're effectively backstopping people's ability to build ahead of their revenue. So it becomes much more violent if you ever see demand slippa…”

“To approximate our brains, you need to have a data center that consumes the power of a million American homes running For probably six to nine months, and then you get our brains, and then every time you want to answer a question, you need the power of like a …”