Silicon Valley

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 15, 2022 by Varun Sivaram · said 24 times in 15 episodes since 2022 · across every show →

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brought up most by Shayle Kann (4), Lara Pierpoint (4), David Roberts (3), Varun Sivaram (2), Sam Jaffe (2), Stephen Lacey (1), Saloni Multani (1), Rob Hanson (1)

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2026 3 mentions in 1 episode

Volts crossover: Six big energy questions Feb 25, 2026 · 3 mentions · from 12:02
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2025 4 mentions in 3 episodes 1 per episode

How insurance can narrow the valley of death [partner content] Oct 15, 2025 · 2 mentions · from 1:09
New Mexico proves America can still build [partner content] Nov 18, 2025 · 1 mention · from 17:52
The mechanics of data center flexibility Aug 28, 2025 · 1 mention · from 12:23
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2024 3 mentions in 2 episodes 2 per episode

What went wrong at Northvolt? Dec 12, 2024 · 2 mentions · from 30:21
Getting heat pumps right Nov 14, 2024 · 1 mention · from 16:49
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2023 6 mentions in 3 episodes 2 per episode

The Carbon Copy: A rogue geoengineering startup sparks worry Apr 27, 2023 · 2 mentions · from 11:20
SVB, the banking crisis and climatetech Mar 30, 2023 · 2 mentions · from 6:59
Mailbag episode! Biotech, layoffs, battery recycling and more Feb 2, 2023 · 2 mentions · from 12:45
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2022 8 mentions in 6 episodes 1 per episode

Will this carbon market boom be different? Mar 24, 2022 · 2 mentions · from 18:16
What the grid can learn from the internet Mar 11, 2022 · 2 mentions · from 4:32
Advance market commitments to decarbonize heavy industry Dec 15, 2022 · 1 mention · from 10:31
Unlocking hyper-efficient cooling Mar 3, 2022 · 1 mention · from 32:02
Will advanced reactors solve nuclear's problems? Feb 25, 2022 · 1 mention · from 44:24
Inside the Energy Department's loan deal to back hydrogen Jan 10, 2022 · 1 mention · from 13:17
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Everything said about Silicon Valley, oldest first

Dec 15, 2022 positive

Assertion Not checkable as stated

NASA's Apollo mission semiconductor procurement catalyzed the creation of Silicon Valley

“In the 19 sixties NASA provided the early market for integrated circuits in the Apollo mission. And that's why we have Silicon Valley.”

Varun Sivaram Dec 15, 2022 ▶ 10:24 Advance market commitments to decarbonize heavy industry

Aug 28, 2025

Prediction Open · timeframe Aug 2030

Sivaram: AI data center racks hit 132 kilowatts, heading toward 1 megawatt

“Today, I just was in a data center in Silicon Valley seeing a brand new deployment of NVIDIA GB 200, the Blackwell generation. The rack is 132 kilowatts. It's liquid cooled, and we're headed toward one megawatt rack.”

Varun Sivaram Aug 28, 2025 ▶ 12:23 The mechanics of data center flexibility

Silicon Valley

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Everything said about Silicon Valley, oldest first

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