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data center

3 statements across 3 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jul 5, 2021 by Benedict Evans · across every show →

Everything said about data center, oldest first

Jul 5, 2021 bearish
Prediction Didn’t hold up
Evans: No large company will build its own data center anymore
“But clearly like no one is building their own data center. No big company is going to say, right, we're going to have our own data center now and Everyone, you know, the next generation is clearly the cloud.”
Benedict Evans Jul 5, 2021 ▶ 2:39 'Digital transformation' - beyond the silly slogan
Dec 8, 2024 neutral
Assertion Supported
Evans: Top four cloud platforms will spend over $200B on data centers this year
“And we will build the five, four platform companies, four big cloud companies will spend something over two hundred billion dollars this year, which is up 80 or ninety billion dollars from last year on building data center.”
Benedict Evans Dec 8, 2024 ▶ 10:22 Ai eats the world
Dec 20, 2025 bearish
Prediction Not checkable as stated
Evans: OpenAI will struggle to make data centers better than rivals
“In the end, A, it's going to be very hard for particularly OpenAI to, for their data center to be better than everybody else's or cheaper or more efficient than anybody else's.”
Benedict Evans Dec 20, 2025 ▶ 1:46 How does OpenAI compete?
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