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AI compute

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 24, 2023 by Kevin Scott · across every show →

Everything said about AI compute, oldest first

May 24, 2023 bullish
Prediction Not checkable as stated
Scott predicts the AI industry will never have enough compute capacity
“I just had super, super high confidence that we were never going to get to the point where we're like, all right, we got enough compute.”
Kevin Scott May 24, 2023 ▶ 17:20 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
May 9, 2024
Assertion Supported
Sarah Guo points out nobody has built a gigawatt-scale data center yet
“Nobody's built, like, a 500 megawatt gigawatt data center yet, and if you think of it as the equivalent of, like, a nuclear power plant's worth of energy going toward a single data center, it is quite large”
Sarah Guo May 9, 2024 ▶ 23:38 No Priors Ep. 63 | With Sarah Guo and Elad Gil
Sep 3, 2026 bearish
Prediction Not checkable as stated
Haas: Physical data center construction will be next AI compute bottleneck
“I think building out the data centers is, is going to be a bottleneck.”
Rene Haas Sep 3, 2026 ▶ 13:47 Redefining Chip Architecture with Arm CEO Rene Haas
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