data center

“In data centers, the constraints now are, you know, a year ago was much more around GPUs and certain pieces of equipment inside the data center stack, and now the primary constraints are really more power and skilled labor.”

“There are parts of the country like Ohio and Minnesota, And some other areas in the Midwest that are really starting to see a lot more activity as folks are looking for some alternative solutions in the sense that like, hey, this is actually a cost effective p…”

“Energy and renewables, battery storage data centers, any one of the new kind of topics that are, or newer topics that are that are drawing a lot of growth equity and investment, capital investment.”

“People are talking about optics now, not only between data center, but also within the data center, because copper comes to its limits how much power it can deliver at what energy that is power that is lost.”

“Again, the West is doing this. It's a new form of colonization. And we will use water from India to cool off data centers, data that they will use in the West.”

“The reason behind those outages is mainly the cooling and systems and power generation and connectivity systems, because data centers were designed, engineered from a civil engineering point of view.”