medium-sized data centers
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 23, 2026 by Amin Vahdat · across every show →
Everything said about medium-sized data centers, oldest first
Apr 23, 2026 positive
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.”