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data center capacity

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 18, 2024 by Shayle Kann · across every show →

Everything said about data center capacity, oldest first

Jul 18, 2024 bullish
Prediction Held up
Kann predicts US data center capacity will double by 2030.
“I'm on the oversight here. I'm betting that there will be more than 20 gigawatts of new data center capacity in the United States by then.”
Shayle Kann Jul 18, 2024 ▶ 3:03 Can chip efficiency slow AI's energy demand?
Jul 18, 2024 neutral
Assertion Supported
Kann: US had roughly 20 GW of data center capacity in early 2024
“For context, we had about 20 gigawatts of data center capacity in the United States prior to that, so the bet is whether it will double by 2030 or not.”
Shayle Kann Jul 18, 2024 ▶ 2:50 Can chip efficiency slow AI's energy demand?
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