gigawatt-scale AI compute
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Stephen Balaban · across every show →
Everything said about gigawatt-scale AI compute, oldest first
Jun 18, 2026
Balaban: Gigawatt AI clusters require up to $45B for servers alone
“If you were to talk about the capital stack, let's say you can go back down to power generation, two to three million dollars a megawatt, two to three billion dollars a gigawatt for a power plant. The data center is between 10 and fifteen billion dollars a gig…”