data center
also referred to as: data centers
4 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 11, 2025 by Sharad Sanghi · across every show →
Everything said about data center, oldest first
Apr 11, 2025 bullish
Sanghi: Data center total revenue is expected to quadruple in a few years
“Data centers are already growing at very high rates, you know, anywhere from 25 to 30% as per industry standards. They're expecting the data center Total turnover or total revenue of the data centers to, you know, literally quadruple in a few years, right?”
Apr 11, 2025
Apr 11, 2025 bullish
Sanghi: AI data center rack power density will soon reach 130 kW
“I remember when we started net magic, our average density of rack was like six kilowatts per rack. Then it went to 10 kilowatts per hour, then went to 22 kilowatts per hour. Now it's at 40 kilowatts per hour and very soon it will go to 130 kilowatts per hour.”
Apr 11, 2025
Sanghi: AI workloads require immediate capacity, unlike traditional data centers
“This business, the way this works is when somebody needs an AI workload, they need it immediately. It's not that they're going to wait for you for six weeks for you to set up something and then they'll come to you. In data centers, at least customers give you …”