all the major operators

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 29, 2024 by Mark Papermaster · across every show →

Everything said about all the major operators, oldest first

Feb 29, 2024 neutral
Prediction Not checkable as stated
Papermaster: Electrical power availability will become the ultimate AI data center constraint
“This is, I think, ultimately going to be certainly a key constraint and you see you know, all the major operators looking for sources of power”
Mark Papermaster Feb 29, 2024 ▶ 23:58 No Priors Ep. 53 | With AMD CTO Mark Papermaster
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