AI data centers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 23, 2026 by Arvind Krishna · across every show →
Everything said about AI data centers, oldest first
Jun 23, 2026 bearish
Krishna: AI data center buildout promises make no economic sense
“If I take all the verbal promises, and if you say there's a 125 gigawatts of AI data centers that are going to come online in the next two to three years, that's the eight to 12 trillion of CapEx in total. Not in one year, in total. That is where I come to. I …”