power

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 25, 2025 by AJ Dye · across every show →

Everything said about power, oldest first

Jun 25, 2025 neutral

Assertion Not checkable as stated

Dye: Data center bottlenecks shifted from GPUs to power and labor

“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.”

AJ Dye Jun 25, 2025 ▶ 26:37 Bridging Investment and Operations: AJ Dye on Scaling Tech with Vertex Innovations and Unifi Ventures

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power

Everything said about power, oldest first

Turn any episode into a week of clips.