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
Prediction Partly held up
Lochmiller: Data centers will drive 20% of US power demand growth
“Data centers are forecasted to account for 20% of the growth in power demand between now and 2030.”
Chase Lochmiller Jul 23, 2025 ▶ 34:17 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Jul 23, 2025 positive
Disclosure
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…”
Chris Wright Jul 23, 2025 ▶ 30:11 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Jul 24, 2025 positive
Assertion Supported
Sacks says executive order fast-tracks federal data center permitting
“What this executive order will do is establish fast track permitting and ensure that the federal government is working to get data centers, ah, approved and through the permitting pipeline as quickly as possible.”
David Sacks Jul 24, 2025 ▶ 54:37 Winning the AI Race Part 5: President Trump on the AI Action Plan
Aug 9, 2025 bullish
Prediction Open · timeframe Aug 2030
Calacanis: $1T-$2T will be deployed into data centers in 5 years
“We are now seeing hundreds of billions, low hundreds of billions per year being deployed, and we'll see a trillion or two deployed, I think, in the next five years on data centers and this”
Jason Calacanis Aug 9, 2025 ▶ 18:46 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
Sep 5, 2025 bearish
Prediction Not checkable as stated
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…”
Rand Paul Sep 5, 2025 ▶ 43:59 Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
Sep 18, 2025 neutral
Insight
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.”
Anatoly Yakovenko Sep 18, 2025 ▶ 18:23 Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
Oct 3, 2025
Assertion Contradicted
Calacanis: 40% of energy in Virginia goes to data centers
“40% of the energy in Virginia now is going to data centers.”
Jason Calacanis Oct 3, 2025 ▶ 54:35 Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
Jan 23, 2026 bullish
Prediction Not checkable as stated
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.”
David Sacks Jan 23, 2026 ▶ 11:16 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
Jan 23, 2026 bullish
Assertion Not checkable as stated
Sacks: Every data center GPU is currently active and generating tokens
“There's no such thing as a dark GPU right now. Every GPU that's been put in a data center is getting used and it's being used to generate tokens.”
David Sacks Jan 23, 2026 ▶ 2:03 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
Jan 23, 2026 negative
Prediction Not checkable as stated
Sacks: Halting data center expansion would cripple US in global AI race
“It would fundamentally, I think, cripple the United States in the AI race if we just stopped building data centers altogether.”
David Sacks Jan 23, 2026 ▶ 8:24 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
Jan 23, 2026 negative
Disclosure
Feldman: Cerebras is navigating local regulations across 14 data center locations
“I think one of the things that kills a company like us is trying to grow extremely quickly. Is having to deal with different regulations in each of 14 localities we're trying to put data centers.”
Andrew Feldman Jan 23, 2026 ▶ 1:10:12 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026
Insight
Feldman: Power footprint is always the limiting constraint on data centers
“So the limiting constraint on data centers is always their power footprint. And right now for large deployments, the limiting constraint is how much power can be delivered.”
Andrew Feldman Jan 23, 2026 ▶ 49:35 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Jan 23, 2026 bearish
Prediction Open · timeframe Jan 2030
Feldman: Small modular reactors probably won't power data centers for 3-4 years
“I think it's both the obviously the right thing to do and probably not the source of data centers for the next three or four years.”
Andrew Feldman Jan 23, 2026 ▶ 57:09 Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
Mar 13, 2026 negative
Assertion Supported
Chamath: Roughly 40% of protested US data centers are canceled
“About 40% of all protested data centers in America get canceled.”
Chamath Palihapitiya Mar 13, 2026 ▶ 1:02:36 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Mar 23, 2026
Assertion Not checkable as stated
Roberts: There are currently no idle GPUs sitting in data centers globally
“There are no idle GPUs in the world sitting in a data center.”
Daniel Roberts Mar 23, 2026 ▶ 1:28:59 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Apr 17, 2026
Assertion Supported
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…”
Chamath Palihapitiya Apr 17, 2026 ▶ 50:41 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Apr 17, 2026 neutral
Prediction Not checkable as stated
Friedberg predicts data centers will relocate to space or Iceland
“So as soon as all the states start banning the data centers will just go to space, to Iceland, to Texas, to wherever.”
David Friedberg Apr 17, 2026 ▶ 47:41 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Apr 17, 2026 bearish
Prediction Open · timeframe Apr 2031
Sacks predicts roughly 30 states will outright ban AI data centers
“Well, I think Chamath is right that the data centers become very unpopular, probably in 30 states they're just going to ban them outright.”
David Sacks Apr 17, 2026 ▶ 42:54 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Apr 24, 2026 negative
What-if
Sacks: A Harris administration would have blocked data centers and enforced censorship
“Would have no data centers and they'd be using AI to censor us and they'd be promoting DEI values through AI that was in the Biden executive order.”
David Sacks Apr 24, 2026 ▶ 2:52 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
May 8, 2026 negative
What-if
Gerstner: Data center moratorium would trigger negative GDP and 15-20% market drop
“Bernie Sanders calling for a moratorium, shutting out all data centers. We'd have negative GDP growth this year. The stock market would be down 15 to 20%. Unemployment would be on the rise.”
Brad Gerstner May 8, 2026 ▶ 57:29 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
May 8, 2026 bearish
Prediction Open · timeframe Dec 2026
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.”
Chamath Palihapitiya May 8, 2026 ▶ 7:22 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
Jun 10, 2026 negative
Opinion
Fetterman: A moratorium on data centers is a China-first policy
“Moratorium for data centers for me, that's a China first kinds of policy for that. I'm going to continue to push back that.”
John Fetterman Jun 10, 2026 ▶ 3:27 Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
Jul 18, 2026 positive
Assertion Partly supported
Sacks: Most data centers run on natural gas, a clean power source
“Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have.”
David Sacks Jul 18, 2026 ▶ 1:02:54 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Jul 21, 2026 neutral
Insight
Cuban: Video compute is the main upside risk to data center demand
“Yeah, video, like, if I'm going to be wrong on the data centers, it's going to be because of video.”
Mark Cuban Jul 21, 2026 ▶ 21:14 Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Aug 12, 2026 bearish
Assertion Supported
Emanuel: U.S. faces massive skilled trade shortages in data centers and defense
“You're 500 to 600,000 electricians short just for data centers. Broadband, 150,000. You can't build submarines because we don't have pipe fitters and plumbers.”
Rahm Emanuel Aug 12, 2026 ▶ 1:02:17 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Aug 13, 2026 neutral
Assertion Partly supported
Baker: Data centers are repurposing private jet engines for power
“Residuals for private jets are, like, extremely strong these days. And a big part of the reason is people are taking jet engines off old planes and repurposing them as turbines to power data centers.”
Gavin Baker Aug 13, 2026 ▶ 18:07 Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
Aug 21, 2026 bullish
Prediction Open · timeframe Aug 2031
Sacks: Data Centers Will Account for 3% of US GDP
“Data centers are going to be three percent of GDP.”
David Sacks Aug 21, 2026 ▶ 34:54 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
Sep 4, 2026 neutral
Disclosure
Sacks: Trump executive order leaves data center decisions to local governments
“In the policy document that I worked on, the executive order that I worked on in December, we expressly said that data centers remain a state and local decision.”
David Sacks Sep 4, 2026 ▶ 54:12 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
Sep 4, 2026 positive
Assertion Partly supported
Sacks: Loudoun County cut average property taxes $6,000 via data centers
“We've seen that in Loudoun County, Virginia, the average taxpayers' property taxes went down by 6000 dollars because they're getting all this data center revenue.”
David Sacks Sep 4, 2026 ▶ 53:12 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
Sep 4, 2026 neutral
Prediction Not checkable as stated
Calacanis: Abbott and Shapiro will flip back to pro-data center after midterms
“I mean, I'm of the belief they're going to switch their position back to being pro data centers because they just are following the wave here.”
Jason Calacanis Sep 4, 2026 ▶ 51:52 GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
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