AI compute
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 13, 2026 by Andrew Feldman · across every show →
Everything said about AI compute, oldest first
Jul 13, 2026 bearish
Feldman: Real estate timelines make data center capacity a major industry limitation
“Data centers had historically moved at sort of the speed of real estate, right? Somebody would decide to build a building and two years later after permits and they poured concrete and the building would go up and two years ago nobody cared about AI. All right…”