data center
also referred to as: data centers
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 18, 2025 by Satya Nadella · across every show →
Everything said about data center, oldest first
Nov 18, 2025 neutral
Nadella: Powered shells and permits are the primary AI data center bottleneck
“Powered up shells, right? So if I don't have enough shells that are powered, that I can then roll in my racks and then make them operational. And that's the long lead part, right? Which is you kind of have to have the land permits, the power permits, get all t…”