data center
also referred to as: data centers
16 statements across 10 episodes · 9 bullish · 3 bearish · 10 people on the record · first statement Nov 2, 2023 by Ilya Sutskever · across every show →
Everything said about data center, oldest first
Nov 2, 2023 bullish
Sutskever: AI data centers could surpass human intelligence within a decade
“It doesn't seem implausible. It doesn't seem at all implausible that we will have computers, data centers that are much smarter than people. And by smarter, I don't mean just have more memory or have more knowledge, but I also mean have deeper insight into the…”
May 9, 2024
May 9, 2024
Sarah Guo notes training frontier models requires co-locating GPUs for data transfer
“Today to train these large models, you need all of the GPUs co-located because there is enough data transfer between different chips, right? Between your nodes. And there's a physical constraint on that in that you need to get that much power and to a data, da…”
Nov 7, 2024 bullish
Nov 7, 2024 positive
Jensen Huang: AI data centers are token-producing factories, not storage
“These new data centers we're creating are not data centers. They don't, they're not multi-tenant. They tend to be single tenant. They're not storing any of our files. They're just, they're producing something and they're producing tokens.”
Nov 7, 2024 positive
Dec 12, 2024 bullish
Dec 12, 2024 bearish
Mitchell: Power, water, and heat will halt 2x-3x compute scaling cycles
“Where the drive to increased performance. You know, whatever, two to three times every two, three, four years. We're not going to be able to do that just because drawing power and water to the site and then getting the parts to run with this heat buildup, and …”
Dec 12, 2024 bullish
Dec 26, 2024 positive
Oct 31, 2025 negative
Feb 26, 2026 neutral
Tiwari: Data center power and operations have replaced chips as primary bottleneck
“Well, you know, fast forward to twenty-twenty-six, and what we see is, you know, there is obviously more availability of chips, but to build and operate these, you know, data centers requires people, power, infrastructure, a lot of these things that have a lot…”
Jun 4, 2026 neutral
Nadella: Hyperscalers will lose permission to build data centers without community benefits
“Unless we as an industry are very principled about ensuring That the benefits of all the stuff we're talking about are felt in real ways at the community level... Then we will have permission. If it is not, we won't have permission.”
Aug 15, 2026 bullish
Sep 3, 2026 positive
Haas rejects claims that automated data centers fail to create jobs
“People look at data centers and say, oh, it's a big Costco box, and there's two parking, two cars in the parking lot, and all of that is being driven automatically, so there's no jobs. I call BS on that because if you think about whether it's around energy, Li…”