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data center

also referred to as: data centers

13 statements across 8 episodes · 9 bullish · 2 bearish · 6 people on the record · first statement Jun 3, 2025 by John Zito · across every show →

Everything said about data center, oldest first

Jun 3, 2025 bullish
Prediction Not checkable as stated
Zito: Apollo will lead mega AI data center financing after Intel deal
“There's not, frankly, there's only a few investors that can Finance them with matched liabilities at the scale, and we're fortunate to be one of them. I think we'll be a leader in that. Intel was just the start of that.”
John Zito Jun 3, 2025 ▶ 1:13:12 How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview · Invest Like The Best
Nov 19, 2025 bullish
Insight
Emanuel: Live events are the ultimate structural counter-bet to AI
“I don't know how to write an algorithm for AI. I don't know how to build a data center. I'm not in a chip business. I just know how to, Create really great live events, monetize them, have a great user experience. And it's the opposite because data says data c…”
Ari Emanuel Nov 19, 2025 ▶ 21:33 Ari Emanuel’s "Anti-AI" Bet on Live Entertainment · Invest Like The Best
Dec 9, 2025 bullish
Insight
Power bottlenecks give the highest-performance compute hardware extreme pricing power
“So as long as power is a governor, the best products are going to win irrespective of price and have crazy pricing power.”
Gavin Baker Dec 9, 2025 ▶ 1:02:47 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Dec 9, 2025 bullish
Insight
Inter-satellite laser links create faster networks than terrestrial fiber-optic data centers
“So if you can link these satellites in space together using lasers, you actually have a faster and more coherent network than in a data center on earth.”
Gavin Baker Dec 9, 2025 ▶ 54:43 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Mar 4, 2026 neutral
Opinion
Data centers prioritize deployment speed over power price more than past consumers
“And then you throw data centers in here, which is just, you know, a load growth And being less concerned about price and more concerned about speed than any consumer of energy that we've seen in this country, maybe ever.”
John Arnold Mar 4, 2026 ▶ 31:02 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best
Apr 14, 2026 bullish
Prediction Open · timeframe Apr 2036
Nolan: SMRs will find their niche powering data centers behind the meter
“And so if gigawatt scale is for the grid and megawatt scale is for remote communities or, you know, government installations, then the middle scale, I think is going to find its niche behind the meter with data centers over the next five to 10 years.”
Scott Nolan Apr 14, 2026 ▶ 49:11 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
Apr 14, 2026 bearish
Prediction Not checkable as stated
Nolan: Data Centers Could Consume the Entire US Electrical Grid by 2030
“And you look at some of these curves and it looks like data centers can consume if they were allowed to the entire grid by 20, 30 at this growth rate.”
Scott Nolan Apr 14, 2026 ▶ 38:47 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
Apr 14, 2026 positive
Assertion Supported
Nolan: Modern data centers can use closed-loop cooling to eliminate water issues
“And the modern data centers can do completely closed loop cooling. So the water issue is not an issue.”
Scott Nolan Apr 14, 2026 ▶ 52:06 From SpaceX to Founders Fund to Solving America's Nuclear Fuel Problem · Invest Like The Best
May 20, 2026 bearish
Assertion Not checkable as stated
Baker: AI profits accrue to infrastructure and models, not applications
“Today in that, in Jensen's five layer cake of AI. The profits. They're accruing to energy. They're accruing to data centers. They're accruing to chips. They're accruing to models. Not really accruing to the applications.”
Gavin Baker May 20, 2026 ▶ 52:53 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
May 20, 2026 bullish
Prediction Not checkable as stated
Orbital Compute Will Solve AI Power Shortages Starting in 2027
“The Watts shortage will probably begin to alleviate 27, 28, and then I think orbital compute will really solve that.”
Gavin Baker May 20, 2026 ▶ 15:59 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
Aug 4, 2026 positive
Assertion Partly supported
Baker: Behind-the-meter data center deals generally lower local electricity prices
“And the reality is, like, given the deals that are being cut now, when a data center goes in, electricity prices actually generally go down for everyone around there because of behind the meter deals.”
Gavin Baker Aug 4, 2026 ▶ 1:03:13 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
Aug 4, 2026 positive
Opinion
Baker: Data centers are the best catalyst for blue-collar wages in decades
“And this is like, data centers are like, are in a lot of ways the best thing to happen for blue-collar wages in my lifetime.”
Gavin Baker Aug 4, 2026 ▶ 1:03:59 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
Aug 25, 2026
Disclosure
Movva: Sail Research will buy data centers with only 95% uptime
“You'd have missing zero buyers for a data center that is 95% uptime. I'm that first buyer. I will buy 95% uptime.”
Neil Movva Aug 25, 2026 ▶ 57:26 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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