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data center

also referred to as: data centers

5 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 24, 2017 by Prat Moghe · across every show →

Everything said about data center, oldest first

May 24, 2017
Assertion Not checkable as stated
Prat Moghe: Many major banks remain in traditional data centers
“Like, if you look at the big banks around you, many of them are still in the data center.”
Prat Moghe May 24, 2017 ▶ 2:31 Big Data as a Service // Prat Moghe, Cazena (FirstMark's Data Driven)
Feb 5, 2026 bullish
Prediction Open · timeframe Dec 2030
Patel: Data centers will use under 1% of US water by 2030
“So the U.S. Grid will get to, like, 10% of power by, like, 28, 27, is data centers. For water consumption, it's not even gonna crack one percent. By the end of the decade.”
Dylan Patel Feb 5, 2026 ▶ 57:48 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026 bullish
Prediction Not checkable as stated
Patel: Independent power producers will profit from pairing power assets with data centers
“I think IPPs will do well. I think IPPs can secure contracts at premiums to what they've previously been able to for new power plants that are either dedicated or grid connected, but come with a pairing Of a grid load, right?”
Dylan Patel Feb 5, 2026 ▶ 1:01:14 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026 neutral
Prediction Open · timeframe Feb 2031
Patel: Data center power consumption will grow from 2% to 10% of US grid
“And then you've got data centers now all of a sudden coming online and going from two percent to 10% of the U S grid in just a handful of years.”
Dylan Patel Feb 5, 2026 ▶ 55:52 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Jul 16, 2026 positive
Assertion Partly supported
Katti: Data centers do not net consume new water due to recycling
“It's a misperception that data centers consume a lot of water. It's anything. They consume so little water for what they do. And all of that water is recycled. So we don't net consume new water.”
Sachin Katti Jul 16, 2026 ▶ 20:46 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
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