data center

“I think we're in, like, the custom data center era, where, like, it has to be bespoke, it has to be hundreds of thousands of GPUs.”

“You can't say we sh like these data centers are worthless. While also, or unnecessary, while also agreeing that AI's impact has only been felt one percent. Which I would say most people feel at this point that, that AI's only impacted our economy or society or…”

“In the short run, especially for these data centers, it's going to be natural gas. It's going to be a bridge to more permanent base load. Energy.”

“So data centers honestly become like a good spot to put them at because they have the power in the backhaul already set up.”

“He's like, oh, this, and you know, he's building this huge data center now.”

“You have people thinking like, oh, latency matters in terms of where a data center is. It doesn't matter at all. What matters is, you know, as we've moved from, you know, chat applications, which were like, or search response immediately, chat applications, le…”

“Data centers, energy, obviously, you have another guest who talked about it's not an issue for China, right? It's somewhere they could build as many data centers as they want, as long as they can get the chips. That's the bigger issue.”

“A fully built one gigawatt data center complex generates around thirty one million dollars per year in state taxes and sixty one million per year in local taxes from data center operations alone. Also, it creates roughly 430 direct jobs at the facility itself,…”

“The pushback against data centers, like, it really is this, like, meme of creating a permanent underclass, like, that type of thing, because you, I would be so much more expecting of this pushback if it was like, oh, well, we know that, like, living next to a …”

“The backlash can have an actual impact. So you should not just write it off and be like, well, obviously AI is going to happen. So this is, you know, it's inevitable. It's like, no, these, like we live in a democracy. Like if they vote, no more data centers. L…”

“There was near death with Tesla many times, and it's a lot easier to get in those difficult situations when you're using debt and leverage, which we're seeing all over these data centers.”

“As big of a story data centers are, they're still consuming well under one percent of U.S. Electricity”

“Lead time for new, lead times for new power transformers reached over three years, in some cases, with a 30% supply shortfall.”

“Data centers broadly will be using half a million tons of copper annually in a few years.”

“Data centers generate a, they don't create a lot of jobs locally. They create a meaningful amount of work during the development process. And certainly some jobs. They continue to generate massive amounts of tax revenue, local tax revenue.”

“The math on depreciation and the cost of the chips completely changes if you have intermittent electricity. And in some cases, if you lose power, you can actually damage the data center.”

“300 plus local bills have been filed. Half of planned twenty-twenty-six data centers are facing delays or cancellation.”

“And that sort of direct payment, I think is going to be better received than this abstract, oh, yeah, my government's better funded, but are they gonna cut my taxes? Are they gonna successfully build that road? I don't know, and it doesn't help me pay my bills…”

“They pay for half of the taxes of their county.”

“This is going to move the data center game out of the VCs and into the big leagues.”