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
Prediction Not checkable as stated
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…”
Ilya Sutskever Nov 2, 2023 ▶ 33:54 No Priors Ep. 39 | With OpenAI Co-Founder & Chief Scientist Ilya Sutskever
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
May 9, 2024
Insight
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…”
Sarah Guo May 9, 2024 ▶ 23:38 No Priors Ep. 63 | With Sarah Guo and Elad Gil
Nov 7, 2024 bullish
Disclosure
Jensen Huang: NVIDIA can set up complete data centers in 30 days
“If you're interested in a data center and just have to give me a space and some power, some cooling, You know, and we'll, we'll help you set it up within, call it, 30 days.”
Jensen Huang Nov 7, 2024 ▶ 18:41 No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
Nov 7, 2024 positive
Insight
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.”
Jensen Huang Nov 7, 2024 ▶ 24:41 No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
Nov 7, 2024 positive
Insight
Jensen Huang: The new unit of computing is the entire data center
“You know, I say that the new unit of computing is the data center.”
Jensen Huang Nov 7, 2024 ▶ 11:49 No Priors Ep. 89 | With NVIDIA CEO Jensen Huang
Dec 12, 2024 bullish
Prediction Didn’t hold up
Ejeckam: Akash expects 20 to 40 degree chip cooling within 12 months
“We're looking at further reductions, 2030, 40 degrees down the line over the next 12 months.”
Felix Ejeckam Dec 12, 2024 ▶ 9:31 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Dec 12, 2024 bearish
Prediction Not checkable as stated
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 …”
Ty Mitchell Dec 12, 2024 ▶ 18:00 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Dec 12, 2024 bullish
Assertion Not checkable as stated
Ejeckam: A 10-degree chip temperature drop is worth millions to data centers
“Initially, we're starting off with 10 degrees, which is already worth millions for any data center who has a small number of servers.”
Felix Ejeckam Dec 12, 2024 ▶ 9:23 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
Dec 26, 2024 positive
Insight
Huang: The data center is the new unit of computing
“You know, I say that the new unit of computing is the data center.”
Jensen Huang Dec 26, 2024 ▶ 1:50 No Priors Ep. 95 | Best of 2024
Oct 31, 2025 negative
Prediction Not checkable as stated
Hendrycks: U.S. and China may launch preemptive cyberattacks on data centers
“I think that later on, it becomes so destabilizing that China just says, we're going to do something preemptive, like do a cyber attack on your data center. And the U.S. Might do that to China.”
Dan Hendrycks Oct 31, 2025 ▶ 7:24 No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil
Feb 26, 2026 neutral
Insight
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…”
Neil Tiwari Feb 26, 2026 ▶ 13:44 Who's Actually Funding the AI Buildout?
Jun 4, 2026 neutral
Insight
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.”
Satya Nadella Jun 4, 2026 ▶ 35:13 We Need An Ecosystem in AI, And Every Company Can Win A Place In It
Aug 15, 2026 bullish
Prediction Not checkable as stated
Taylor: Data centers will absolutely locate at gigawatt power sites
“And the question flips around, which is, if I have, you know, a gigawatt of power with land and fiber, is someone going to put a data center there? It's like, yes, absolutely, right?”
Isaiah Taylor Aug 15, 2026 ▶ 51:58 How Nuclear Will Unlock Energy Abundance with Valar Atomics Founder Isaiah Taylor
Sep 3, 2026 positive
Opinion
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…”
Rene Haas Sep 3, 2026 ▶ 28:30 Redefining Chip Architecture with Arm CEO Rene Haas
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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