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large data centers

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 23, 2026 by Amin Vahdat · across every show →

Everything said about large data centers, oldest first

Apr 23, 2026 positive
Prediction Not checkable as stated
Vahdat: AI footprint will favor many medium data centers over gigawatt hubs
“It'll really come down to geographic locality and probably a medium number of medium-sized data centers. Sorry for the whatever lack of precision there, but medium number of medium-sized data centers augmented with a small number of large data centers.”
Amin Vahdat Apr 23, 2026 ▶ 10:54 Inside Google’s massive AI capex (live)
Sep 3, 2026 bullish
Prediction Not checkable as stated
Janous: Vast majority of computation will remain in 100MW+ data centers
“I still believe that the vast majority of the computation is going to be done in large data centers. Large being defined as hundred megawatts or more in my world.”
Brian Janous Sep 3, 2026 ▶ 44:52 What comes after the data center backlash?
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