data center
also referred to as: data centers
30 statements across 21 episodes · 8 bullish · 11 bearish · 15 people on the record · first statement Jul 23, 2025 by Chase Lochmiller · across every show →
Everything said about data center, oldest first
Jul 23, 2025 neutral
Jul 23, 2025 positive
Wright: DOE received 300 data center proposals, announcing first four tomorrow
“We put out at the Department of Energy, we got 16 locations to build data centers. We said, who wants to come build one? We'll permit them right away, We'll help you build power generation right next to it. We got 300 responses. We will announce tomorrow the f…”
Jul 24, 2025 positive
Aug 9, 2025 bullish
Sep 5, 2025 bearish
Paul: AI impact is overstated and we are overbuilding data centers
“I think it's overstated that how great AI is going to be. I think it's going to be a lot of cool things, and I think some people are going to get caught. We're going to have too many data centers at one point, and I don't care how much electricity they're suck…”
Sep 18, 2025 neutral
Yakovenko: Decentralized compute struggles against co-located, TradFi data centers
“Because they're competing with a data center that is all co-located, that is funded with traditional finance and those things, like, and yeah, you can put those assets on chain, and that, that's a lot of ways how I think things are going to integrate.”
Oct 3, 2025
Jan 23, 2026 bullish
Sacks: Off-grid AI data centers will actually reduce residential electricity rates
“I actually think that if we allow the data centers to stand up their own power generation, it will actually bring down rates. Not only will it not increase residential rates, it will bring it down, and it will do that in two ways.”
Jan 23, 2026 bullish
Jan 23, 2026 negative
Jan 23, 2026 negative
Jan 23, 2026
Jan 23, 2026 bearish
Mar 13, 2026 negative
Mar 23, 2026
Apr 17, 2026
Chamath states 40 percent of contested US AI data centers get canceled
“There's about a hundred data centers right now that are being contested. The data is for every hundred that are contested, about 40 get canceled. That number is increasing for this year. It's more than doubled already from what the number was last year. And th…”
Apr 17, 2026 neutral
Apr 17, 2026 bearish
Apr 24, 2026 negative
May 8, 2026 negative
May 8, 2026 bearish
Chamath predicts most protested 2026 data center power capacity will be canceled
“You have about nine gigawatts that are supposed to come online this year. Almost 50% of it now is being protested. More than likely, if history holds, most of that will get turned off, so they will get even more supply constraint.”
Jun 10, 2026 negative
Jul 18, 2026 positive
Jul 21, 2026 neutral
Aug 12, 2026 bearish
Aug 13, 2026 neutral
Aug 21, 2026 bullish
Sep 4, 2026 neutral
Sep 4, 2026 positive