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data center constraint

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 17, 2026 by Rodrigo Liang · across every show →

Everything said about data center constraint, oldest first

Jul 17, 2026 bearish
Prediction Not checkable as stated
Liang: AI energy, data center, and chip constraints will only worsen
“The hints that you're seeing today with energy constraints, data center constraint, chip availability constraints, cost constraints, all of those things are only getting exacerbated, right?”
Rodrigo Liang Jul 17, 2026 ▶ 54:03 Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
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