data center
also referred to as: data centers · datacenter
9 statements across 8 episodes · 3 bullish · 0 bearish · 8 people on the record · first statement Dec 5, 2023 by Dylan Patel · across every show →
Everything said about data center, oldest first
Dec 5, 2023 neutral
Jan 2, 2024 neutral
Jun 25, 2024
Frankle: Most AI data centers are retrofitted, not built for high heat
“In data centers that for the most part were not built remotely for this kind of power or heat and have been retrofitted for this. Like failures happen on a good day with normal CPUs. And this is not a good day and not a normal CPU for the most part.”
Oct 19, 2024 neutral
Apr 11, 2025 bullish
Conrad: SF Compute plans cash-settled futures to de-risk data centers
“What we're trying to do is create an underlying spot market that gives you an index price that you can use. And then with that index price, you can create a cash settled future. And with a cash settled future, you can go back to the data centers and you can sa…”
Jun 3, 2026 neutral
Nadella warns AI datacenters require delivering tangible benefits to local communities
“Unless we as an industry are very principled about ensuring That the benefits of all the stuff we're talking about are felt in real ways at the community level, right? Because this is not just a campaign right? It has to be real where people are saying, look, …”
Jul 16, 2026 positive
Beam: The lab of the future should look like a data center
“But we think that like the lab of the future should not be made for people to easily walk into it. It should feel like a data center where you go and you see the rows of server racks. There's room for like a crash cart behind it to service the nodes. But it sh…”
Jul 16, 2026 bullish
Beam: Future AI labs will be million-square-foot, lights-out data centers
“We do think about scaling it In the same way that you would think about scaling a data center, in that it's a multi-level building, occupies millions of square feet, and it's like a lights-out facility, as they say. It's like running 24 seven, generating data …”
Aug 3, 2026 neutral
Local AI optimizes for memory fit; data centers optimize for speed
“The difference between inference engineering for the data center and for production workloads versus inference engineering for local AI is that we start with fundamentally like different constraints and different goals. With local AI, it's how do I fit this mo…”