Facebook, every mention
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tap a year for its mentions
every year anyone Shayle Kann 15Jeremy Eliahu-Ontiveros 9Brian Janous 3Varun Sivaram 2Nat Bullard 2Astrid Atkinson 2Stephen Lacey 1Shanu Matthew 1Sean McAvoy 1Julio Friedmann 1
Verbatim, from the transcripts: the passages where Facebook comes up
What comes after the data center backlash?
- ▶ 10:55 Brian Janous You could say, well, you know, the company's meta, and they're like, well, I don't like meta, so, well, then it's like, you didn't, you didn't really fix anything.
Inside the AI power wars
- ▶ 0:27 Shayle Kann You know about Google's CPUs, you know about Tranium coming from Amazon, you know what Microsoft and Meta are doing, you probably know about the partnerships NVIDIA has set up.
- ▶ 5:19 Jeremy Eliahu-Ontiveros For example, I would say Meta was probably the first among the four big guys to adopt behind the meter at bigger scale. 6 times in the scene
- ▶ 11:25 Shayle Kann Like, maybe Meta doesn't need the four nines
- ▶ 30:14 Jeremy Eliahu-Ontiveros Um, then you saw Meta essentially doing the same thing in Columbus, Ohio. 3 times in the scene
- ▶ 40:32 Shayle Kann Uh, Meta, Google, Amazon have all made pretty big announcements, reasonably sized investments into different, uh, nuclear reactor technology companies, into projects. 2 times in the scene
How data centers are complicating transmission expansion
- ▶ 24:42 Shayle Kann Google or Meta or Microsoft or whoever it is, sign this ratepayer protection pledge.
The rise of flexible data centers
- ▶ 22:15 Varun Sivaram So, for example, in London, we ran workloads from real models, whether they're, you know, OpenAI's models, Meta's open source model, even an Alibaba
Battery booms and the rise of flexibility [partner content]
- ▶ 26:54 Sean McAvoy And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out.
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 33:21 Jake Elder Yeah, I mean, you know, in a hyperscale data center today, right, like there's a meta engineer or a Google engineer that is going to replace every CPU or GPU as it breaks more or less in real time and in space, if it breaks, at least…
PJM and ERCOT navigate a capacity rollercoaster
- ▶ 16:23 Shayle Kann Or is it like, uh, you know, Meta or Google or whoever will, through this emergency auction, sign up a gigawatt, there will be a gigawatt of new capacity, and that's not going to be considered in the broader PJM capacity market?
Will inference move to the edge?
- ▶ 30:58 Dr. Ben Lee Likewise, companies like Meta, um, when they have Instagram or when they have, uh, these social media applications, they also have these points of presence that supply data from, um,
Who benefits from the AI power bottleneck?
- ▶ 7:51 Shanu Matthew The, um, you know, um, Microsoft's of the world, as well as including Meta, which is another hyperscaler, even though they don't have a legacy cloud business, um, that drives, you know, investment spend on GPUs, and that's kind of the…
Calibrating hype with Akshat Rathi
- ▶ 11:14 Shayle Kann You're seeing this in, in the U S we have the, the XAI Colossus data center has a bunch of gas turbines, uh, Meta is building a big facility.
When to colocate data centers with generation
- ▶ 3:24 Shayle Kann Data center that is actually running on generators, or there's a big meta project in Louisiana that's going to build a bunch of new natural gas.
The mechanics of data center flexibility
- ▶ 13:54 Varun Sivaram Like you've seen, for example, uh, a meta data center might have a load profile that looks like people open their phones in the morning, go to Instagram.
The U.S. nuclear groundswell
- ▶ 32:27 Shayle Kann Obviously it's a different answer if you're Google or Meta or, or whatever versus, uh, versus somebody else.
Catalyst Live at SF Climate Week
- ▶ 6:21 Shayle Kann What have you take, like, what are the lessons from all your time at, at Meta building Facebook and Instagram and WhatsApp and so on? 2 times in the scene
Serving data center load with carbon capture
- ▶ 13:38 Julio Friedmann So you have seen this large announcement of this meta project in Louisiana, right?
A skeptic’s take on AI electricity load growth
- ▶ 4:20 Shayle Kann And we go right back to seeing gigantic proclamations from the likes of Stargate and Meta and many others.
The case for colocating data centers and generation
- ▶ 16:03 Shayle Kann I'm, I'm Google, Meta, Amazon, sorry, whatever, and I build a lot of data centers.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 22:54 Nat Bullard Uh, and the sort of benchmark to compare it to would be the Lama 3.1 model from, from, from meta, which had four and five billion parameters and just under thirty one million training hours. 2 times in the scene
Explaining the 'Watt-Bit Spread'
- ▶ 13:30 Shayle Kann Yeah, you and I have talked about this before, so correct me where I've gotten how you've explained this to me wrong, but my recollection is that in the, in previous waves here, the way that this market was mostly structured was either,…
Why climate tech startups get this one thing wrong
- ▶ 0:41 Stephen Lacey We have speakers from Google, Meta, DOE, Sidewalk Infrastructure Partners, Crusoe, AES, Dominion, Avangrid, EPRI, and more.
The better mousetrap fallacy
- ▶ 40:09 Shayle Kann Like the tech companies were also the early leaders there, Google and Microsoft and Facebook and so on.
Under the hood of data center power demand
- ▶ 41:36 Brian Janous But, um, the example that I used with utilities is that if let's say Meta, for instance, finds a piece of, of land or a point on the grid where they can pull three gigawatts, 2 times in the scene
What the grid can learn from the internet
- ▶ 19:33 Astrid Atkinson Um, on-prem software solutions will typically use sort of two, three, maybe five, or even 10 servers, whereas the kinds of modern computing solutions for managing really large amounts of data from places like Google or Facebook or Uber or…
- ▶ 43:13 Astrid Atkinson It's, it's normal and state-of-the-art for any very large-scale distributed system like Google Systems or Facebooks or Ubers or SpaceX or, you know, any company that deals with, um, highly instrumented systems that have a lot of