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.
why aren't all 8 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
Janous: Full-stack data center CapEx, including GPUs, costs $25M per megawatt.
“The cost of a data center today in terms of the full stack CapEx deployment all the way through GPUs is about 25 twenty-five million a megawatt or twenty-five billion a gigawatt”
Janous: AEP's data center demand forecast surged 275% in five months
“If you go even back to January of this year, PJM had Roughly four gigawatts of anticipated data center demand for AEP by 2030, and by May, AEP revised that up to closer to 15, in just five months, right?”
Janous: Electricity prices did not rise for 100 years during grid expansion
“Electricity prices did not go up for a hundred years as we massively expanded the grid.”
Janous: Data center developers can enter utility queues for just $10,000.
“And some of them are big tech companies, and some of them are just two guys with a truck that decided they were going to be data center developers, and they go get a queue position, and they have to pay 10,000 dollars, that's it, to get in the queue.”
Janus: Microsoft's energy demand grew from hundreds of megawatts to gigawatts
“Over that decade, we had gone from a baseline of, you know, a couple hundred megawatts, and we were growing at a relatively rapid pace, but that's also kind of a small denominator. So the incremental tranches every year that we had to go procure were measured …”
Janus: Data Centers Account for Nearly 20% of Ireland's Electricity
“It's almost 20% of the entire country of Ireland's electricity are data centers, and they're almost all in Dublin.”
Janous: Land represents just 1% of a data center's 15-year total cost.
“I mean, on a total cost basis, you know, over a fifteen-year period, and, you know, TCO is the way we think about it in the world, land is about one percent. Of the cost to operate a data center. You know, the full stack with servers and everything.”