Who is on this subjectordered by the date of their first quote here
4 of 9 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 27 Aug 2024 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 37 2 Feb 2023 – 15 Jul 2026 -572 d
-
Brad Gerstner
16
16 Jun 2023 – 28 May 2026
-438 d
-
Bill Gurley
1
thin
4 Apr 2024 – 4 Apr 2024
-145 d
-
Jensen Huang
1
thin
21 May 2024 – 21 May 2024
-98 d
-
Gavin Baker
5
27 Aug 2024 – 15 May 2026
+0 d
-
Marc Rowan
8
2 Oct 2024 – 21 Dec 2025
+36 d
-
David Sacks
14
10 Oct 2025 – 23 Aug 2026
+409 d
-
David Friedberg
1
thin
14 Nov 2025 – 14 Nov 2025
+444 d
-
Chamath Palihapitiya
3
thin
17 Apr 2026 – 17 Apr 2026
+598 d
The chronologysourced and dated, oldest first
-
-
Dylan Patel
Patel notes ARM took a decade from 2011 announcement to see large datacenter deployments in 2021.
“I think they announced in 2011 and we really only saw really big deployments from Amazon in 2021, right? Maybe 2020, right? Very big deployments.”
-
Brad Gerstner
Gerstner notes Nvidia revised Q2 datacenter guidance from $7 billion to $11 billion, defying negative expectations.
“People thought data center revenues this year were gonna be negative, and they just revised their guide from 7,000,000,000 in q two to to 11,000,000,000 in q two.”
-
Dylan Patel
Patel says NVIDIA is shipping more GPU flops this year than in its entire data center history combined.
“There's more GPU flops shipping this year that NVIDIA shipped their entire history for the data center.”
-
Brad Gerstner
Gerstner notes consensus forecast predicted negative 6% NVIDIA data center growth and hard landing in early 2024.
“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
Gerstner says professional analysts predicted NVIDIA data center revenue would decline 6 percent, highlighting how wrong forecasts were.
“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
Gerstner recalls NVIDIA data center revenue forecasts shifted from -6% to +25% last year.
“Think about NVIDIA at the start of last year. Data center revenues were expected to shrink by 6%. Right?”
-
Brad Gerstner
Gerstner quotes Jensen predicting data center infrastructure will double from $1T to $2T in four to five years.
“And over the course of the next four to five years, we'll have 2,000,000,000,000 of data centers powering software around the world and it will all be accelerated compute.”
-
Brad Gerstner
Gerstner notes NVIDIA consensus data center revenue estimate was $22B but actual came in at $96B.
“at the start of last year, the consensus estimate of the smartest people covering NVIDIA day to day was that the data center revenue was going to be 22,000,000,000 for the year.”
-
Bill Gurley
Gurley cites Microsoft opening a data center every three days, with data centers consuming nearly 10% of US electricity.
“Microsoft alone's opening opening a new data center globally every three days. These power hungry operations will together consume more than 480 terawatts hours of electricity or almost a tenth of US demand.”
-
Brad Gerstner
Gerstner warns data centers acquiring independent energy producers could trigger regulatory intervention on grid pressure.
“if you start to see data centers pick off the independents, that could put pressure on the grid in a way that might bring the regulators in to voice their opinion.”
-
Jensen Huang
Huang claims a trillion dollars of general purpose data centers must be replaced with accelerated computing.
“The world has installed about a trillion dollars worth of data centers. Those trillion dollars worth of data centers use as general purse general purpose computing.”
-
Gavin Baker
Baker explains GPUs got 50x faster while data center infrastructure only got 4-5x faster, causing low utilization.
“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
Baker says only three US locations can provide gigawatt nuclear power, charging 10x average electricity rates.
“There's only basically three places in The United States today where you can get a gigawatt of power to a single data center that's reliable enough, I. E. That's nuclear.”
-
Brad Gerstner
Gerstner reports Oracle, Amazon, and Microsoft are all moving forward with nuclear-powered data center projects.
“Amazon is buying this nuclear powered Talon data center facility, and now Microsoft this week announces with CEG that they're going to bring 3 Mile Island out of retirement.”
-
Marc Rowan
Rowan says capital needed for infrastructure, energy transition, and data centers equals all money spent since invention of oil.
“You're talking about the amount of money that's been spent since the invention of all”
-
Dylan Patel
Patel describes Microsoft's shift from 48-megawatt buildings to 300-megawatt AI-specific data centers for increased power density.
“Here you can see that same data center, that same type of data center vertically. And that's 48 megawatts, or 57, And then this data center center is like 300 megawatts.”
-
Dylan Patel
Patel reports Microsoft plans 1.5 gigawatts in one site within two and a half years across four 300 megawatt buildings.
“And so the scale that they wanna reach to, 1.5 gigawatts in two and a half years in one site.”
-
“And so the scale that they wanna reach to, 1.5 gigawatts in two and a half years in one site. Now the interesting thing is that each GPU takes roughly 1,000 watts to 1,400 watts.”
-
Dylan Patel
Patel reports OpenAI is going to Oracle for 200 megawatts because Microsoft cannot supply enough compute.
“OpenAI can't get enough compute from Microsoft, so then they're also going to Oracle. And Oracle's building another gigawatt scale data center eventually. Again, a gigawatt is like 500,000 plus GPUs.”
-
Brad Gerstner
Gerstner says Jensen confirmed a trillion dollars of data center CPU replacement workloads over four years beyond AI training.
“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.”
-
-
-
Dylan Patel
Patel says Malaysia will add three gigawatts of data center capacity by 2027, mostly Chinese companies claiming to be Singaporean.
“Malaysia from 2024 to 2027, not the country itself, but companies operating there, mostly Chinese companies, many of them claiming they're now Singaporean companies. Right?”
-
Dylan Patel
Patel says Chinese data center companies are building three gigawatts in Malaysia by 2027, claiming Singaporean status.
“Like, the largest operator in China of data centers in China, GDS, moved to Singapore and says they're Singaporean now. It's like but now they're these companies are building three gigawatts of data center capacity.”
-
“these companies are building three gigawatts of data center capacity. Put that in context, at the beginning of twenty twenty four, that was roughly Meta's global footprint.”
-
Dylan Patel
Patel says Oracle is spending over $10 billion this year building infrastructure for OpenAI, not Microsoft.
“Oracle's spending, like, $10,000,000,000 plus for them this year to build out data centers and GPUs, right, for OpenAI, not Microsoft, interestingly enough.”
-
“Well, one, there's a gigawatt natural gas plant Yeah. That helps. Right next door. Right? Two, there's a natural gas line, a main that they tapped, and they set up their own generation capacity on-site.”
-
Dylan Patel
Patel says Meta is building two gigawatts of capacity in Louisiana powered by natural gas.
“They they uncensored politics. There's a bit of massive vibe shift. One of the things they're doing is, like, they're setting up two gigawatts.”
-
Dylan Patel
Patel forecasts data center power will grow from 150 megawatts today to gigawatt-scale clusters by 2026.
“We're seeing, like, you know, 400, 500 megawatts cluster sort of being built out now. Right? Like you know? And and then, you know, in 2026, I'd imagine it'll be, like, gigawatt scale clusters.”
-
Dylan Patel
Patel describes CoreWeave converting a crypto facility with 200 megawatt gas plant into seven data center buildings.
“And one of these crypto data centers has a, like, a 200 megawatt natural gas plant in the middle of, like, seven buildings. Right? And each of these buildings is a data center.”
-
Dylan Patel
Patel identifies a 40 gigawatt power shortfall for US data centers even with all planned capacity additions.
“There is an over 40 gigawatt hole in power for The US. Even if we don't turn off any more coal, in fact we restart some, we take all the natural gas dual combined cycle reactor deliveries that we're going to have, and you add in renewables, you have a 40 gigawatt hole of power production in The US.”
-
Dylan Patel
Patel identifies a 40 gigawatt power deficit in US even with all planned gas and restarted coal.
“Even if we don't turn off any more coal, in fact we restart some, we take all the natural gas dual combined cycle reactor deliveries that we're going to have,”
-
Dylan Patel
Patel says certain states will see over half their power consumed by AI within a few years.
“When we look at power consumption by state, something pretty simple, there are certain states where more than half their power is going be consumed by AI just in the next few years.”
-
Dylan Patel
Patel says CoreWeave can build $10 billion clusters from start to completion much faster than competitors.
“it lets you get to these, you know, call it $10,000,000,000 clusters, right, in in time scales, from project start to completion that are much much shorter than anyone else.”
-
Dylan Patel
Patel observes hyperscaler data centers started in 2023 remain incomplete even with expedited equipment delivery.
“Even if they even if they had the electrical equipment in in you know, not on lead time, they paid a bunch to skip the queue.”
-
Dylan Patel
Patel reveals Meta is building temporary tent structures to house GPUs because permanent buildings take too long to construct.
“Meta is literally building these, like, temporary, like, tent structures to put GPUs in because building the building takes too long, and it takes too much labor, as you mentioned labor.”
-
Dylan Patel
Patel describes former Yandex workers paid bonuses for speed who use drugs to complete data center buildouts faster.
“Like and they get paid bonuses for being faster, and therefore, do, like, certain drugs to be able to finish the build outs faster.”
-
Dylan Patel
Patel says GPU hardware and networking represent 80% of data center costs, with power and cooling only 20%.
“It's the GPU purchases. It's the networking. It's the it's the physical data center conversion power conversion equipment. All of this stuff is, like, 80% of the cost.”
-
Dylan Patel
Patel states 80% of GPU data center cost is capital equipment, only 20% is land, power, and cooling.
“It's the it's the physical data center conversion power conversion equipment. All of this stuff is, like, 80% of the cost. And then 20% is gonna be your land and your power and your cooling”
-
Dylan Patel
Patel suggests NVIDIA should use its massive tax bill to invest directly in data center infrastructure despite customer conflicts.
“Now this is obviously gonna be, like, crazy because, like, now they're buying g p their own GPUs and putting them in data centers and doing stuff, and they're competing with their own customers,”
-
Dylan Patel
Patel notes new NVIDIA servers require 140 kilowatts per rack versus prior CPU data centers at kilowatts.
“Data centers for CPUs, 10 megawatts of rack, 12 megawatts of rack. Kilowatts. The new ones, kilowatts, right? Kilowatts of rack, sorry. The new NVIDIA servers, 140 kilowatts of rack.”
-
Dylan Patel
Patel explains Oracle's $300 billion OpenAI bet is lower risk because Oracle only secures data centers, not expensive GPUs upfront.
“Now, of course, the bet is a bit like there's a bit more security in the bet in that Oracle really only needs to secure the data center capacity.”
-
Dylan Patel
Patel notes GB200 expanded NVLink from 8 to 72 GPUs and rack power jumped from 10 to 140 kilowatts.
“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
Patel contrasts GB200 rack consuming 140 kilowatts with H100 servers at 10 kilowatts each.
“It's liquid cooled. It's an entire rack that consumes 140 kilowatts, whereas H100 servers consumed 10 kilowatts. And you might put two, you might put four in a rack, right? And it was air cooled.”
-
Dylan Patel
Patel contrasts traditional data centers with minimal retrofit costs against modern GPU deployments requiring major upgrades each generation.
“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
Patel describes Meta's temporary tent-like data centers designed for single GPU generation lifecycles instead of 30-year buildings.
“Meta has got a data center design that's only built to last for a single generation. They put them in these tent buildings.”
-
David Sacks
Sacks estimates each gigawatt data center requires roughly 50 billion dollars of investment in chips, land, and power.
“Here's a rule of thumb is that each gigawatt data center is about $50,000,000,000 of investment, roughly. Between the chips, the land power shell, it's about 50,000,000,000 per gigawatt.”
-
Dylan Patel
Nadella describes connecting multiple Fairwater facilities on a petabit network spanning to Milwaukee for distributed AI training.
“Fairwater 4, which you're going to see under construction nearby, will also be on that one petabits network so that we can actually link the two at a very high rate.”
-
David Friedberg
Friedberg reports seven and eight year old TPUs and GPUs are still at 100% utilization in data centers.
“I've... I I made some calls and I checked around with some other friends, and everyone says the same thing, that these seven and eight year old TPUs and GPUs that are sitting in the data centers are still being used, and they're being used at a 100% utilization.”
-
Gavin Baker
Baker predicts data centers in space will be the most important development in three to four years.
“I think the most important thing that's going to happen in the world, in this world, in the next three to four years is data centers in space.”
-
Gavin Baker
Baker explains space offers six times more solar irradiance than Earth due to constant sunlight and intensity.
“You can have the satellite always kind of catching light. The sun is 30% more intense and this results in six times more irradiance”
-
Marc Rowan
Rowan says data center credit should amortize before renewal given strong near-term demand, ensuring safe cash flows for debt repayment.
“Therefore, for the next period of time based on contracts going in today, we should have very safe cash flows in which to amortize credit.”
-
Marc Rowan
Rowan says consulting firms' 2030 energy projections are wildly inconsistent, showing experts have no clear view on data center future.
“I have a chart on the wall in my office, which is just about energy usage in the year 2030, not that far away.”
-
Marc Rowan
Rowan says consulting firms' 2030 energy forecasts are wildly inconsistent, resembling a scattered plot.
“And each of the good and the great consulting firms have weighed in, and it looks like a child scattered dark plot.”
-
Marc Rowan
Rowan cautions that owning data center equity does not guarantee profits despite valuable data.
“But I don't think it is a foregone conclusion that because you own a data center and you own equity in it and data is valuable that you will make money in data center equity.”
-
Marc Rowan
Rowan warns owning data center equity is not guaranteed to be profitable despite valuable data and strong current demand.
“I don't think it is a foregone conclusion that because you own a data center and you own equity in it and data is valuable that you will make money in data center equity.”
-
“And here Bernie is acknowledging that this is not about states' rights because he's saying that there needs to be a moratorium on new data centers even if the states want them.”
-
Marc Rowan
Rowan says consulting firms' 2030 energy forecasts are wildly scattered, showing data center equity is a fundamental bet.
“The fact is if experts looking out not all that far have no idea, we are making a fundamental bet on equity.”
-
Marc Rowan
Rowan warns that levering data center equity owners is unsafe.
“Levering those companies, given my previous comments, does not seem to be the safest thing I've ever seen.”
-
-
-
“In 2023, these companies spent $150,000,000,000 on capex building out data centers. This year, over 500,000,000,000. Though, that's not speculative. That is purchase orders. Those are buildings. That's power.”
-
Brad Gerstner
Gerstner says capex jumped from $150 billion in 2023 to over $500 billion this year in committed spending.
“In 2023, these companies spent $150,000,000,000 on capex building out data centers. This year, over 500,000,000,000. Though, that's not speculative. That is purchase orders.”
-
Brad Gerstner
Gerstner says AI capex jumped from $150B in 2023 to over $500B this year in committed purchase orders.
“In 2023, these companies spent $150,000,000,000 on capex building out data centers. This year, over 500,000,000,000. That's not speculative. That is purchase orders. Those are buildings.”
-
Brad Gerstner
Gerstner says AI companies will spend over $500 billion on capex this year, up from $150 billion in 2023.
“In 2023, these companies spent $150,000,000,000 on capex building out data centers. This year, over 500,000,000,000. That's not speculative. That is purchase orders. Those are buildings. That's power.”
-
Brad Gerstner
Gerstner notes OpenAI has not broken ground on any $50 billion data centers despite earlier expectations.
“Well, a year ago, people thought that they were gonna go build all these data centers that were gonna cost $50,000,000,000 a pop. I haven't heard them break ground on any data center.”
-
Brad Gerstner
Gerstner notes OpenAI has not built data centers while Microsoft, Oracle, CoreWeave, and SoftBank are building them.
“I haven't heard them break ground on any data center. I hear Microsoft building data centers, Oracle building data centers, CoreWeb building data centers, SoftBank building data centers.”
-
Dylan Patel
Patel says data center power capacity will nearly double from 15-18 gigawatts this year to 30 gigawatts next year.
“next year, 30 gigawatts are being added and we think the power is there for it. Wow.”
-
Dylan Patel
Patel says data center power capacity is growing from 15-18 gigawatts this year to 30 gigawatts next year.
“What was it It's this it's or this year is like I think it's like 18 ish, 10 ish. Okay. Fifteen fifteen to 18”
-
Dylan Patel
Patel says data centers will reach 10% of US power by 2027-28 but under 1% of water consumption.
“US Grid will get to like 10% of power by like '28, 27 is data centers. For water consumption, it's not even gonna crack 1%. Yeah. By the end of the decade.”
-
David Sacks
Sacks predicts Anthropic may regret supporting data center nimbyism now that they need to build their own.
“But now that they're, I think, gonna have to move into the game of building their own data centers, they might regret salting the earth for data centers all over the country.”
-
Chamath Palihapitiya
Palihapitiya says Jane Street did a billion dollar investment and $6 billion compute deal, showing massive compute constraints.
“I don't know if you guys saw recently, but Jane Street did billion dollar investment in, essentially, a neos neoscaler and then also did a $6,000,000,000 compute deal with them.”
-
Chamath Palihapitiya
Palihapitiya describes how a town board was ousted overnight to undo a $6 billion data center approval.
“A town approves a $6,000,000,000 data center build, and then half the the the board gets ousted. Just voted out overnight so that they could put in new people to undo the decision.”
-
Chamath Palihapitiya
Palihapitiya says Maine banned all data center buildings, showing compute constraints driving unusual market moves.
“So I think the reason why Allbirds went crazy is a very, very small canary in a very important coal mine, which is we are absolutely compute constrained.”
-
David Sacks
Sacks says hyperscalers pledged not to raise residential electricity prices in exchange for easier permitting to build own power generation.
“But in exchange for that, the quid pro quo is we'd make it easier to do permitting and make it easier for them to basically stand up their own power generation.”
-
David Sacks
Sacks says Trump proposed letting AI companies build their own power generation behind the meter over a year ago.
“And I think a really good example of that was his idea around data centers where he said over a year ago, before data centers even became a hot political topic, that we should let our AI companies stand up their own power generation behind the meter.”
-
Gavin Baker
Baker predicts within seven years we may stop building terrestrial data centers, causing pain for infrastructure companies beforehand.
“But I can't imagine a day when in the next seven years, when we never build another terrestrial data center. Mhmm.”
-
Brad Gerstner
Gerstner says Musk is building the largest data centers on Earth and eventually in space.
“Elon is building the biggest data centers on Earth and eventually in space of anybody, and nobody is better at turning those electrons into tokens.”
-
Dylan Patel
Patel forecasts 20 gigawatts of data center capacity in 2024 and over 30 gigawatts in 2025 despite delays.
“This year there's going to be 20 gigawatts, even accounting for the delays, and next year there's going be more than 30 gigawatts accounting for the delays.”
-
Dylan Patel
Patel forecasts data center capacity will reach 30 gigawatts in the next year.
“This year, we're deploying 20 gigawatts of data centers. Next year, that number goes up 50 gigawatts or 50%, sorry. 50%, sorry.”
-
Dylan Patel
Patel says a data center is physically redoing doors to accommodate the double-width Helios racks.
“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.”
-
David Sacks
Sacks states US will face energy deficit equivalent to 2.5 Californias by 2050.
“By 2050, The United States Of America will be two and a half California's worth of energy in deficit. 2.5 California's, the fourth largest economy in the world.”
-
David Sacks
Sacks explains SpaceX's path to $100B ARR requires two gigawatts at $50 per watt.
“A gigawatt is a billion watts, so 30 to $50 per watt means 30 to 50,000,000,000 per gigawatt. And I think they're at the high end of that range right now.”
-
David Sacks
Sacks argues political opposition to data centers ironically prevents compute oversupply and market crash.
“In a weird way, all the political headwinds, I think, insure against that outcome. Because it is so hard to build data centers for all the reason we said.”
-
David Sacks
Sacks says Dario argued for US data centers to create thousands of Nobel Prize-level AI scientist agents.
“Dario actually made this argument in the context of trying to ban export of chips.”
-
David Sacks
Sacks notes Dario's argument for AI advantage over China contradicts current data center bans.
“And if we have thousands or millions of those and China has only dozens or a 100, whatever, then we're going to win everything. And that was the whole argument.”
-
David Sacks
Sacks argues current policies ban the very data centers Dario advocated for and restrict chip sales to allies.
“But now we're basically banning the data centers. We're not gonna have those data centers full of geniuses. And he's done his best to restrict sale of chips to our allies as well.”
-
David Sacks
Sacks says chip export restrictions to allies also prevent their data center development.
“We're not gonna have those data centers full of geniuses. And he's done his best to restrict sale of chips to our allies as well.”
-
David Sacks
Sacks says restricting allies from data centers means the US is shooting itself in the foot.
“So I guess our allies aren't gonna have the data centers either. So we are totally shooting ourselves in the foot.”
-
David Sacks
Sacks challenges Dario to speak out against over-regulation of data centers if he believes his own argument.
“And probably it would be a good thing if Dario really does believe in the data centers full of geniuses idea that he was arguing for last year, He should come forward and say, we're making a big mistake by over regulating data centers. Here's how we should do it.”
-
Where they overlapsame programme, same subject
- Chamath Palihapitiya and David Sacks — All-In Podcast, 1 appearance together
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together
- All-In Podcast also carries Brad Gerstner and David Friedberg on this subject, at different times.