Who is on this subjectordered by the date of their first quote here
6 of 8 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.
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Brad Gerstner
7
22 Feb 2024 – 28 May 2026
-187 d
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Bill Gurley
1
thin
4 Apr 2024 – 4 Apr 2024
-145 d
- Jensen Huang 1 thin 21 May 2024 – 21 May 2024 -98 d
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Gavin Baker
4
thin
27 Aug 2024 – 15 May 2026
+0 d
- Dylan Patel 23 12 Nov 2024 – 9 Jul 2026 +77 d
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David Friedberg
4
thin
16 May 2025 – 18 Jul 2026
+262 d
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Marc Rowan
3
thin
10 Dec 2025 – 21 Dec 2025
+470 d
- David Sacks 4 thin 23 Aug 2026 – 23 Aug 2026 +726 d
The chronologysourced and dated, oldest first
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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?”
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“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.”
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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.”
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“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.”
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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.”
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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.”
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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,”
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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.”
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David Friedberg
Friedberg recalls Google building shipping container data centers twenty years ago requiring only water and power.
“Urs and his team were building these super secret shipping container data centers. They had these like data center in a box that you could ship anywhere.”
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David Friedberg
Friedberg recalls Google built shipping container data centers twenty years ago that only needed water and power.
“As long as you had access to water and power, it could connect to the internet and you could scale data center capacity all over the world. That was twenty years ago.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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”
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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,”
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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.”
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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.”
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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.”
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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.”
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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”
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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.”
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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.”
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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.”
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“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.”
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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.”
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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.”
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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”
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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.”
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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.”
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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.”
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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.”
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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.”
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“And then you ask people, there was a poll that came out today, something north of 50% of Americans believe that data centers increase the cost of water and electricity.”
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“there was a poll that came out today, something north of 50% of Americans believe that data centers increase the cost of water and electricity.”
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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.”
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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.”
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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.”
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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.”
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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together
- All-In Podcast also carries David Friedberg and David Sacks on this subject, at different times.