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data center

also referred to as: data centers

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 25, 2023 by Brad Gerstner · across every show →

Everything said about data center, oldest first

Oct 25, 2023 neutral
Assertion Not checkable as stated
Gerstner: In 2011–2012 the cloud was viewed as costlier, slower, and insecure
“People forget, but in 2011, 2012, the cloud was not viewed favorably. And the reason for that is it was more costly, it was less performant, and it was viewed as less secure than running, computing your own data center.”
Brad Gerstner Oct 25, 2023 ▶ 9:30 Ep 67: Brad Gerstner on the AI Supercycle & Restoring Faith in Capitalism · Joe Lonsdale
Apr 9, 2026 bearish
Insight
Fry: US Cannot Win AI Race Without Plumbers Building Data Centers
“We want to win this AI war against China. We have no shot of doing that. If we cannot build the data centers require the plumbers, the electricians, the general contractors, the HVAC technicians, so on and so forth.”
Will Fry Apr 9, 2026 ▶ 18:40 How to Turn $15K Into $1M in 2026 · Joe Lonsdale
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