AI data centers
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Dec 12, 2024 by Felix Ejeckam · across every show →
Everything said about AI data centers, oldest first
Dec 12, 2024 bearish
Ejeckam: AI data center demand will crash the grid without novel cooling
“We believe that a consciousness that if a material science and more specifically a physics or chemistry approach to solving the heat problem is not used today, that the needs of AI data centers around the world is based on projections today will crash the grid…”
Oct 15, 2025 bullish
Dell: AI workloads will concentrate heavily in Texas and the Gulf
“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”