data center power

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2026 by Michael Intrator · across every show →

Everything said about data center power, oldest first

Mar 23, 2026 neutral

Insight

Intrator: Data center power opportunity defines GPU hardware obsolescence

“My expectation is, is obsolescence will be defined by the moment in time where the power in the data center For me, will be able to be repurposed for a higher margin than the existing infrastructure provides.”

Michael Intrator Mar 23, 2026 ▶ 14:28 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

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data center power

Everything said about data center power, oldest first

Turn any episode into a week of clips.