data center

“For example, you know, there's a seven trillion dollar opportunity just in reinventing data centers that have existed in a similar fashion for the last half century.”

“It plans to amass 1.8 million GPUs by the end of the year. And it plans to triple its data center capacity, which is already at five gigawatts, roughly what it takes to power all of New York city each day by 27, 20, by 20, 27, it plans to spend more than a hun…”

“Whatever you can hear from some of my more adventurous colleagues it's not going to happen within the next two years. There's absolutely no way in hell to, you know, pardon my French. The, you know, the idea that we're going to have, you know, a country of gen…”

“If the US were pulling ahead both Russia and China may have a substantial interest in saying, hey, cut this out. Pulling ahead to develop super intelligence, which could give it a huge advantage and an ability to crush crush them. They'd say, you don't get to …”

“We're going to need a lot of data centers for serving, and also for inference time compute. Giving, you know, you saw DeepThink today, T.P.P. Pro DeepThink. The more time you give it, the better it will be, and certain tasks, very high value, very difficult ta…”

“There is just quite simply not enough power that exists in the United States or around the world or anywhere really apart from China to drive these data center ambitions. It just doesn't exist.”

“This for, to a large part, is how China is going to power the future of data centers and AI with solar energy.”

“Big Tech is expected to spend three hundred thirty billion this year building largely data centers.”

“That's a massive technology change. And it does mean that older data centers that are air cooled, you know, they can't just drop in liquid cooling and be effective.”

“Well, I think one of the biggest changes that's happening right now from a data center perspective, and you're seeing this with the latest NVIDIA GPUs, and I think you're going to see this in a more profound way over the next two years is the shift from air-co…”

“Candidly here in the U S the longest Part of building a data center is getting permitting. It's not actually the construction.”

“So if I'm Microsoft, I know that in two or three years, I probably won't have to do any capex because I'll be able to buy data centers out of bankruptcy for pennies on the dollar.”

“If you're an electrician right now, or an HVAC technician, boy are you making bank. You're getting flown on private jets to, and making twice as much money, so you can install a data center.”

“I think we do kind of, we know that if we build infrastructure, we the industry, someone's going to gonna get value out of it, and it's still totally early, I agree with you, but I don't think anyone's still questioning there's not going to gonna be value from…”

“These data centers were going to get so big that they're going to be, these large frontier models are going to be trained across multiple locations, which we started to see in like the last quarter.”

“Everybody believes that this, that there's some differentiation in the plumbing of the liquid cooled data center, right? That's not where the differentiation lies. It's all the same pipe and valves and fittings. Like everyone's using the same things there. The…”

“And we're probably one of the few semiconductor companies that go from five Watts To your earbud, now to 500 watts, when you think about a data center.”

“Three quarters of Americans say they've heard or read a lot or a little about data centers. So they've read about data centers. More Americans say data centers have a negative effect on the environment, home energy costs, and people's quality of life nearby th…”

“I mean, I imagine long term that AI is going to be very much like the internet on steroids, which means that it will be here for a very long time, and we will ultimately need these data centers. That is, to me, not really the question.”

“The one other thing about data centers, which is a little bit more nerve-wracking, is it's not like putting, you know, people compare it to putting fiber in the ground or building the railroads. You put the tracks down. Because once you build a data center, yo…”

“The state battle that's going on in Virginia right now, I've said to the industry, you guys got to watch this because we are the mother load of data centers. And if there is some adjustment of the kind of economic deal that's going to happen in Virginia, that …”

“We've seen, for example, in North Dakota that people's rates have gone down because a data center has shown up and has helped with improving the utilities for everyone.”

“You cannot get financing to build these data centers without an insurance policy.”

“Lawmakers in Maine greenlit the text of a bill this week to block data centers from being built in the state until November,”

“Apparently Indianapolis is, there's like a number of state tax incentives. They've like grown 40 new data centers over the last few years.”

“The ability to process is going to get faster, cheaper, right? And it's going to happen faster and quicker than people expect. And so I think a lot of the numbers that they're throwing out there aren't going to come to fruition, you know, which is why I say th…”

“A couple of construction companies were saying that they are roughly 500,000 people short of workers to build the requisite data centers and some of the infrastructure as necessary.”

“I can see a long-term bet decision-making process edging in favor of the models who have something underpinning them, either financially or structurally, right? The actual infra itself. So where are the data centers of the AI factory? Who owns the pipes?”

“I'd imagine over the next three to five years, you'll see some stopped and some of those might be statewide moratoriums.”

“I think the industry made a mistake in the beginning of these fights, focusing on the jobs that were going to be created, building them, because as important as they are, they're kind of temporary.”

“Again, writ large across the country, it goes back to the Darios and the Sams, et cetera, need to start painting a picture to the country about why this is great for us, or a lot of these data centers aren't going to get built.”

“Even if you think of open AI, for example, announcing a 10 gigawatt project you know, we're not going to see 10 gigawatts in the next couple of years, or they're going to sort of spread out that bet.”

“And so I think you're going to see a lot of politicizing of the data centers too, as you know, sort of lawmakers try to appeal to their base because a lot of people are very unhappy about data centers.”

“Now if you invest one thousand billion dollars today into GPUs for data centers, this means that within five years you are going to lose nine hundred billion dollars, you know. Somebody is going to lose nine hundred billion dollars in the near future because t…”

“When we started on that journey right before COVID it was roughly one data center a year. That was being built, and today, one a week, and 50% of them are in the United States, 30% are in China, and 20% everywhere else”

“95, 97% of the data centers that are existing out there are cooled by air, the air conditioning approach.”

“One gigawatt, well, generates one gigawatt, roughly, of heat. One gigawatt is roughly one nuclear plant.”

“The way we share it with politicians in our areas, for instance, to say, well, the new data center are not going to use more water than a car wash.”

“Because when you think about a data center, the power consumption, it's roughly 60% of the power is being used to compute and 40% is being used to cool.”

“And a third one which is something that we working on, it's to reuse that heat to produce electricity. And if you produce electricity, well, you reduce the electricity that's needed to power the data center as well, which I think is going to be the future beca…”

“We know from all the chief manufacturers or designers, all the famous names that we're familiar with. Well, they're coming with new generations. Every 10 months, roughly now, and every 10 months the power is multiplied by 10, and that's becoming six months, an…”

“You know, just having a data center and being a dumb, you know, essentially, like, rack provider is not actually, like, a great long-term business. It's pretty good now, but that's why, like, these companies, like CoreWeave, they want to offer services on top …”

“And of course the chips are 50% of the data center build out cost.”

“This is a project that would require wholesale replacement of most of the hardware and probably changes in the cooling system and probably changes in other aspects of these data centers continuously and probably, you know, depending on the math, anywhere from …”

“And so the Chinese premier has been recently cautioning the provincial governors, stop building so many data centers because this is now the new thing.”

“So we have some GPUs that are failing inside of modern data centers on an 18 month cycle, some that are failing on a much longer period.”

“I expect you'll see the same phenomenon, albeit with a little less social consequences once all of this turns out to be, it'll be much like what happened with their overbuilding in apartment buildings and residential and industrial space over the last decade.”

“The way that I try to analogize this loosely, and this is very loose, is that data centers from the context of many capital providers are real estate. They're really just multi-tenant apartment buildings. It just so happens there's no humans in the apartment b…”