data center

“And here's a forecast I think coming out of semiconductor analysis, it's similar to a lot of the other ones, and it has data centers as a percentage of US power generation going from something like four percent today to something like, you know 18, 19% in 2030…”

“Microsoft alone is opening a new data center globally every three days.”

“When you model out the need for data center capacity over the course of the next five to 10 years, you realize for the first time in really two decades, the US's need to grow its baseload power generation is going to go up significantly, significantly faster t…”

“And we just know that we have a trillion dollars with the data centers that we have to modernize. And so right now as we speak, if we were to have a trajectory over the next four or five years to modernize that old stuff, that's not unreasonable.”

“The data center is now the unit of computing. To me, when I think about a computer, I'm not thinking about that chip. I'm thinking about this thing. That's my mental model, and all the software, and all the orchestration, all the machinery that's inside.”

“If I just replace, like, six servers with one, I've basically invented power out of thin air, right? I mean, like, you know, in effect, because these old servers, which are six plus years old, or even, you know, they can just be deprecated and put, so with Cap…”

“And for the first time, he said, not only are we going to have a trillion dollars of new AI workloads over the course of the next four years he said, but we're also going to have a trillion dollars of CPU replacement, of data center replacement workloads over …”

“What I think it was more a assessment on the real bottleneck, which is data centers and power as opposed to GPUs because GPUs have come online.”

“So even if they gave it to you for free, you only have two gigawatts to work with, your opportunity cost is so insanely high, you would always choose the best perf per watt.”