railroads
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 18, 2026 by Andrew Ross Sorkin · across every show →
Everything said about railroads, oldest first
Mar 18, 2026 neutral
Sorkin: Data centers differ from railroads because chips require continuous upgrades
“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…”