https://minutesof.com/on/data-center/ Everyone on the record about data center: 11 verbatim quotes from 3 people, August 2023 to July 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:54 +0000 https://minutesof.com/q/30c75756-cbf2-48bc-906d-8330005625e8/ https://minutesof.com/q/30c75756-cbf2-48bc-906d-8330005625e8/ “There's a there's a data center that I know of specifically that is going to be deploying Helios, and they are redoing the doors so that they can reel the Helios in.” — Dylan Patel, Supermicro Wed, 15 Jul 2026 00:08:28 +0000 data center https://minutesof.com/q/70599022-7457-468b-b145-3cd24a5f0096/ https://minutesof.com/q/70599022-7457-468b-b145-3cd24a5f0096/ “next year, 30 gigawatts are being added and we think the power is there for it. Wow.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 data center https://minutesof.com/q/58feca5e-d55d-4e54-b391-6299edb91e6d/ https://minutesof.com/q/58feca5e-d55d-4e54-b391-6299edb91e6d/ “Meta has got a data center design that's only built to last for a single generation. They put them in these tent buildings.” — Dylan Patel, Together AI Fri, 03 Oct 2025 20:23:30 +0000 data center https://minutesof.com/q/c3d1a771-4ecb-4560-805b-a76b5104d7a4/ https://minutesof.com/q/c3d1a771-4ecb-4560-805b-a76b5104d7a4/ “it used to be you'd build a data center and there wouldn't really be much retrofits cost, right? You would slide servers in and out, you would rent racks to people.” — Dylan Patel, Together AI Fri, 03 Oct 2025 20:23:30 +0000 data center https://minutesof.com/q/015334ac-c584-41cb-9262-58aa5ef55a91/ https://minutesof.com/q/015334ac-c584-41cb-9262-58aa5ef55a91/ “Now you have 72 GPUs. And if you go look at the rack, right? It's completely different, right? It's liquid cooled. It's an entire rack that consumes 140 kilowatts, whereas H100 servers consumed 10 kilowatts.” — Dylan Patel, Together AI Fri, 03 Oct 2025 20:23:30 +0000 data center https://minutesof.com/q/857cfae0-7c82-485a-b86b-ff7f2b2886b5/ https://minutesof.com/q/857cfae0-7c82-485a-b86b-ff7f2b2886b5/ “he said, but we're also going to have a trillion dollars of CPU replacement, of data center replacement workloads over the course of the next four years.” — Brad Gerstner, BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 data center https://minutesof.com/q/e90226f2-0307-4f84-8256-995419be2ebc/ https://minutesof.com/q/e90226f2-0307-4f84-8256-995419be2ebc/ “GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster. And that is why MFU is so low.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 data center https://minutesof.com/q/3b798c64-1de6-4f61-baf9-1f2a35b1da5d/ https://minutesof.com/q/3b798c64-1de6-4f61-baf9-1f2a35b1da5d/ “Think about NVIDIA at the start of last year. Data center revenues were expected to shrink by 6%. Right?” — Brad Gerstner, CNBC Television Mon, 29 Jan 2024 23:20:37 +0000 data center https://minutesof.com/q/92655be9-98bd-4d4b-aec5-e738b69a9dfb/ https://minutesof.com/q/92655be9-98bd-4d4b-aec5-e738b69a9dfb/ “The consensus estimate for NVIDIA this year was that data center growth revenue growth was gonna be negative 6%. Right? That's the pros. They got it that wrong.” — Brad Gerstner, FII Institute Thu, 26 Oct 2023 02:01:13 +0000 data center https://minutesof.com/q/888f70c3-566c-49e2-9b37-b8bb0c92a4d4/ https://minutesof.com/q/888f70c3-566c-49e2-9b37-b8bb0c92a4d4/ “if we look at the start of the year, the consensus forecast for NVIDIA was that data center growth would be negative 6% this year.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 19:10:17 +0000 data center https://minutesof.com/q/234de4bb-be7b-4a2f-a173-c5f9da008904/ https://minutesof.com/q/234de4bb-be7b-4a2f-a173-c5f9da008904/ “There's more GPU flops shipping this year that NVIDIA shipped their entire history for the data center.” — Dylan Patel, The Inside View Wed, 09 Aug 2023 15:00:23 +0000 data center