The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure
Vahdat: Google trades uptime for capacity in customer co-design
“Without saying too much, it's happening. I would say there's actually the co-design there with our customers at Google has been one of our sources of significant efficiency.”
Amin Vahdat Apr 23, 2026 ▶ 14:01 Inside Google’s massive AI capex (live)
Disclosure
Google uses behind-the-meter power while waiting years for grid transmission
“We like behind the meter if it means that we get the capacity up most quickly, but we're always going to look to invest with the utilities to bring the transmission. Maybe it's a year after. Maybe it's two years after, right?”
Amin Vahdat Apr 23, 2026 ▶ 16:21 Inside Google’s massive AI capex (live)
Disclosure
Vahdat: Google co-designs TPUs directly with power sources, buildings, and Gemini
“In other words, for us, for let's say our TPUs, we co-design them with a building. We co-design them with the power generation source. We co-design them with the DeepMind team that builds Gemini models. So it's the software above, the models above that, the ch…”
Amin Vahdat Apr 23, 2026 ▶ 24:08 Inside Google’s massive AI capex (live)
Disclosure
Vahdat: Google does not use blank workloads to smooth training power draw
“We don't do this, but yes, others.”
Amin Vahdat Apr 23, 2026 ▶ 36:05 Inside Google’s massive AI capex (live)
Disclosure
Vahdat: Many Google data centers target four nines of availability
“Many of our data centers aim for four nines of, I mean, minutes of downtime a year maximum, which as you said has a large amount of costs associated with it.”
Amin Vahdat Apr 23, 2026 ▶ 12:50 Inside Google’s massive AI capex (live)
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