data center operators
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Dec 5, 2024 by Brian Janous · across every show →
Everything said about data center operators, oldest first
Dec 5, 2024
Janous: AI companies pay huge speed premiums because base infrastructure is cheap.
“The cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you …”
Jan 9, 2025 bullish
Lafarge: Data centers and manufacturers will pay for grid infrastructure upgrades
“Yes, I think that high load customers like manufacturing and data center operators can and will be a really big part of this moment in grid history. They will pay in Much of the incremental cost because of how they value time to power and total availability of…”
Oct 16, 2025 bullish
Kann: Data centers will partner with DER aggregators for grid capacity
“We're just starting to see this wave of announcements that are inexorably coming where there are going to be partnerships between hyperscalers or data center operators and the Third parties who do aggregations of DERs to deliver capacity to get data centers on…”