hyperscale data centers

“These data centers are enormous. I mean, they've gotten the scale in terms of power capacity, power demand requirements of modern data centers. You know, they've gone from tens of megawatts to hundreds of megawatts, and, you know, we've definitely even heard t…”

“And I will state categorically, I don't think there will be a thousand new Hyperscale data centers in the United States anytime soon. I don't think there's actually that much demand for it.”

“Not for zero applications, but for very few does it seem that you need such low latency that edge has a big benefit over, you know, the sort of, like, regional hyperscale model that we have today.”