hyperscaler

also referred to as: hyperscalers

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 21, 2024 by John Belizaire · across every show →

Everything said about hyperscaler, oldest first

May 21, 2024 bullish

Assertion Supported

Belizaire: Hyperscalers are designing data centers dedicated exclusively to AI

“Some of the big hyperscalers are working on all their own designs. And these facilities will only be doing AI. It's at that level where the entire building and facility would just be AI processing.”

John Belizaire May 21, 2024 ▶ 25:15 Energy is now the ‘primary bottleneck’ for AI

Aug 12, 2026 neutral

Disclosure

Jurowicz: Blue Energy cannot deliver 1 GW capacity by 2027-2028

“Some of these hyperscalers are, like, laser focused on, like, twenty-twenty-seven, twenty-twenty-eight, and, like, there's no world in which we're going to provide a gigawatt capacity that quickly at least using this kind of technology.”

Jake Jurowicz Aug 12, 2026 ▶ 46:05 Did someone just figure out how to project finance nuclear?

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hyperscaler

Everything said about hyperscaler, oldest first

Turn any episode into a week of clips.