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AI data centers

also referred to as: ai data center

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 30, 2025 by Nathan Benaich · across every show →

Everything said about AI data centers, oldest first

Oct 30, 2025
Assertion Not checkable as stated
A 1GW AI data center requires $50B CapEx and $8B-$11B annually
“The biggest step for me is one gigawatt of a data center for AI basically costs fifty billion dollars in capex. And on an annual running basis, it costs between, like, another eight to nine eight to nine to maybe even eleven billion dollars to run.”
Nathan Benaich Oct 30, 2025 ▶ 20:07 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
Jul 16, 2026 bullish
Opinion
Katti: Nuclear power is the densest, cleanest energy for AI data centers
“I think it is the densest form of energy we can all produce and consume and it's also clean. So I think definitely would be a good source of massive scalable energy for our data centers.”
Sachin Katti Jul 16, 2026 ▶ 11:20 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
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