Patel argues scaling continues because hyperscalers are building multi-gigawatt data centers and connecting them with billions in fiber purchases.
“Why is why is Amazon building these multi gigawatt data centers? Why is Google? Why is Microsoft building multiple gigawatt data centers plus buying billions and billions of dollars of fiber to connect them together”
Patel argues hyperscalers are building multi-gigawatt data centers and buying billions in fiber to win on scale
“Why is Microsoft building multiple gigawatt data centers plus buying billions and billions of dollars of fiber to connect them together because they think, hey.”
Gurley says hyperscalers as nuclear customers may be 10x better than utilities, bringing more risk-tolerant innovators to SMR market.
“if the hyperscalers become part of the customer set for the nuclear startups that may be like 10x better than selling just to utilities alone.”