Anissa Gardizi, AI infrastructure reporter at The Information, discusses the feasibility of multi-gigawatt data center expansion commitments made by frontier AI labs.
“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.”
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More from Anissa Gardizy
PredictionNot checkable as stated
Gardizy: Around 50% of AI data center projects will miss completion deadlines
“But on on projects that are actually getting built, I do think, you know, 50% not really getting done on time is is, you know, what I would expect.”
Anissa GardizyJul 10, 2026▶ 1:00Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
PredictionOpen · timeframe Jul 2028
Gardizy: OpenAI will not deploy 10 gigawatts of data centers within two years
“Like, even if you think of OpenAI, 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.”
Anissa GardizyJul 10, 2026▶ 1:17Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
AssertionSupported
Gardizy: OpenAI Is Developing In-House Chips and Using Cerebras Hardware
“Yeah, yeah, they are. They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip.”
Anissa GardizyJul 10, 2026▶ 10:12Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
AssertionSupported
Gardizi: OpenAI uses alternative chips and develops in-house silicon to diversify
“They're using chips from other companies. Cerebris is a good example, and they have their own in-house chip. So I think maybe publicly they're doing some big announcements with NVIDIA, and I believe it's five gigawatts they have to deploy in the next couple of…”
Anissa GardizyJun 26, 2026▶ 51:36Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
AssertionNot checkable as stated
Gardizy: Non-NVIDIA Chips Often Need Financial Backstops for Data Center Entry
“And in the instances that I'm seeing where there are non Nvidia chips, it's because of some sort of financial backstop. So I do wonder how much how long that will have to keep being the case, because that will definitely hinder non Nvidia chips if they need Sp…”
Anissa GardizyJul 10, 2026▶ 9:35Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
AssertionNot checkable as stated
Gardizy: Major NVIDIA customers are actively working to adopt alternative chips
“Every single company that buys NVIDIA chips and is spending a lot of money on NVIDIA chips is trying really hard to make these other, other chips work, whether it's in-house chips from Google or Amazon or even in OpenAI's case and potentially Anthropik's case.”
Anissa GardizyJul 10, 2026▶ 8:21Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode
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