https://minutesof.com/on/data-centers/ Everyone on the record about data centers: 47 verbatim quotes from 8 people, February 2024 to August 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:32:54 +0000 https://minutesof.com/q/04fbde5e-939a-4699-91c2-d7e28bd14257/ https://minutesof.com/q/04fbde5e-939a-4699-91c2-d7e28bd14257/ “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.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 data centers https://minutesof.com/q/508df0d8-ecdd-4207-8fc3-6fb129cfad95/ https://minutesof.com/q/508df0d8-ecdd-4207-8fc3-6fb129cfad95/ “So I guess our allies aren't gonna have the data centers either. So we are totally shooting ourselves in the foot.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 data centers https://minutesof.com/q/7a146010-cfa9-41d9-a2a1-2a91d322f5f0/ https://minutesof.com/q/7a146010-cfa9-41d9-a2a1-2a91d322f5f0/ “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, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 data centers https://minutesof.com/q/f3b4d168-9f2d-45f2-9d75-211f84cbf6cf/ https://minutesof.com/q/f3b4d168-9f2d-45f2-9d75-211f84cbf6cf/ “Dario actually made this argument in the context of trying to ban export of chips.” — David Sacks, All-In Podcast Sun, 23 Aug 2026 20:30:25 +0000 data centers https://minutesof.com/q/1a0f4ffb-0e20-4725-9146-a9395fa9900a/ https://minutesof.com/q/1a0f4ffb-0e20-4725-9146-a9395fa9900a/ “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.” — David Friedberg, All-In Podcast Sat, 18 Jul 2026 00:54:40 +0000 data centers https://minutesof.com/q/ab98b3b4-1a06-4bdb-b47a-0df7447438e3/ https://minutesof.com/q/ab98b3b4-1a06-4bdb-b47a-0df7447438e3/ “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.” — David Friedberg, All-In Podcast Sat, 18 Jul 2026 00:54:40 +0000 data centers https://minutesof.com/q/554d1ba5-063a-4241-b24a-4b017c6875e6/ https://minutesof.com/q/554d1ba5-063a-4241-b24a-4b017c6875e6/ “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, WisdomTree in Europe Thu, 09 Jul 2026 06:16:39 +0000 data centers https://minutesof.com/q/47d7b4b9-7b67-4116-a983-f7f6f9ddf38b/ https://minutesof.com/q/47d7b4b9-7b67-4116-a983-f7f6f9ddf38b/ “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, Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 data centers https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ “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.” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 data centers https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ https://minutesof.com/q/ddd710e5-6e26-4f0b-a091-06e17dcff42b/ “But I can't imagine a day when in the next seven years, when we never build another terrestrial data center. Mhmm.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 data centers https://minutesof.com/q/a110db52-8fec-41aa-a4a2-a4e12237f101/ https://minutesof.com/q/a110db52-8fec-41aa-a4a2-a4e12237f101/ “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.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 data centers https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ https://minutesof.com/q/e2100e0b-9a14-4a60-a04c-0b639b876dd4/ “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, TBPN Tue, 03 Feb 2026 23:08:03 +0000 data centers https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ “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.” — Brad Gerstner, Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 data centers https://minutesof.com/q/6c4c2aab-18b6-4975-81b9-68235e3e8fba/ https://minutesof.com/q/6c4c2aab-18b6-4975-81b9-68235e3e8fba/ “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, Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 data centers https://minutesof.com/q/d355f2bc-75c1-45af-97c8-e4d4cbc914b2/ https://minutesof.com/q/d355f2bc-75c1-45af-97c8-e4d4cbc914b2/ “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, CNBC Television Tue, 06 Jan 2026 18:25:41 +0000 data centers https://minutesof.com/q/aa4363bf-6a39-4078-ae21-2e739a50bcbe/ https://minutesof.com/q/aa4363bf-6a39-4078-ae21-2e739a50bcbe/ “The fact is if experts looking out not all that far have no idea, we are making a fundamental bet on equity.” — Marc Rowan, Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 data centers https://minutesof.com/q/42ef63ef-e368-434a-bb3f-02700bb94588/ https://minutesof.com/q/42ef63ef-e368-434a-bb3f-02700bb94588/ “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, Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 data centers https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ “And each of the good and the great consulting firms have weighed in, and it looks like a child scattered dark plot.” — Marc Rowan, Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 data centers https://minutesof.com/q/e9c6e2e8-9e50-4310-a64c-ff8165e35a68/ https://minutesof.com/q/e9c6e2e8-9e50-4310-a64c-ff8165e35a68/ “You can have the satellite always kind of catching light. The sun is 30% more intense and this results in six times more irradiance” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 data centers https://minutesof.com/q/cb409c3c-12d6-4df8-bf46-a81f03b41b63/ https://minutesof.com/q/cb409c3c-12d6-4df8-bf46-a81f03b41b63/ “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, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 data centers https://minutesof.com/q/ea637240-f2b4-42f0-b334-d334f1e45e01/ https://minutesof.com/q/ea637240-f2b4-42f0-b334-d334f1e45e01/ “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.” — Dylan Patel, Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 data centers https://minutesof.com/q/4f1a803b-02b6-4160-a021-a571922390fd/ https://minutesof.com/q/4f1a803b-02b6-4160-a021-a571922390fd/ “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, a16z Mon, 22 Sep 2025 13:01:51 +0000 data centers https://minutesof.com/q/63eff2f4-b831-448a-9c9c-c753a026eda9/ https://minutesof.com/q/63eff2f4-b831-448a-9c9c-c753a026eda9/ “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, Nebius Tue, 02 Sep 2025 17:00:38 +0000 data centers https://minutesof.com/q/4e3cea3e-1a95-46d5-b4a6-f37d4d80467b/ https://minutesof.com/q/4e3cea3e-1a95-46d5-b4a6-f37d4d80467b/ “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, a16z Mon, 18 Aug 2025 18:26:43 +0000 data centers https://minutesof.com/q/f14c478d-6c68-4537-b652-a709482a769a/ https://minutesof.com/q/f14c478d-6c68-4537-b652-a709482a769a/ “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, a16z Mon, 18 Aug 2025 18:26:43 +0000 data centers https://minutesof.com/q/3a4b0c19-d93c-478e-bced-c99f4ea7645a/ https://minutesof.com/q/3a4b0c19-d93c-478e-bced-c99f4ea7645a/ “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, a16z Mon, 18 Aug 2025 18:26:43 +0000 data centers https://minutesof.com/q/578afda3-bf30-482f-8983-ed64a039e7e0/ https://minutesof.com/q/578afda3-bf30-482f-8983-ed64a039e7e0/ “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, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 data centers https://minutesof.com/q/b326f427-0392-4b1f-853a-c662e2574a6b/ https://minutesof.com/q/b326f427-0392-4b1f-853a-c662e2574a6b/ “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, No Priors: AI, Machine Learning, Tech, & Startups Thu, 14 Aug 2025 10:01:35 +0000 data centers https://minutesof.com/q/fbed374a-9a4e-4927-8341-d57bb4e923a3/ https://minutesof.com/q/fbed374a-9a4e-4927-8341-d57bb4e923a3/ “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, CoreWeave Fri, 23 May 2025 17:27:49 +0000 data centers https://minutesof.com/q/373f08c1-885e-4cb0-8a0c-139ecb2143a4/ https://minutesof.com/q/373f08c1-885e-4cb0-8a0c-139ecb2143a4/ “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, CoreWeave Fri, 23 May 2025 17:27:49 +0000 data centers https://minutesof.com/q/1a8deb2c-d1fb-4be9-9a7f-276dd0e49e10/ https://minutesof.com/q/1a8deb2c-d1fb-4be9-9a7f-276dd0e49e10/ “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.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 data centers https://minutesof.com/q/73bec5f7-cc95-43ca-bc75-4899189ca8ef/ https://minutesof.com/q/73bec5f7-cc95-43ca-bc75-4899189ca8ef/ “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.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 data centers https://minutesof.com/q/50566b09-394e-4967-9d53-46dfd6777a8f/ https://minutesof.com/q/50566b09-394e-4967-9d53-46dfd6777a8f/ “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, MedBricks Webcast Thu, 27 Mar 2025 13:55:08 +0000 data centers https://minutesof.com/q/f0927cde-cafd-4663-b2f9-55ca37f74d17/ https://minutesof.com/q/f0927cde-cafd-4663-b2f9-55ca37f74d17/ “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, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 data centers https://minutesof.com/q/6d70bd42-e4be-4dec-aa00-6d77aa2b2ba6/ https://minutesof.com/q/6d70bd42-e4be-4dec-aa00-6d77aa2b2ba6/ “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, Special Competitive Studies Project Thu, 13 Mar 2025 16:42:15 +0000 data centers https://minutesof.com/q/57323284-b466-4640-9fed-ea622dabe8e2/ https://minutesof.com/q/57323284-b466-4640-9fed-ea622dabe8e2/ “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, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers https://minutesof.com/q/19bb2687-114c-47f5-8cb4-14f6ed6a9075/ https://minutesof.com/q/19bb2687-114c-47f5-8cb4-14f6ed6a9075/ “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, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers https://minutesof.com/q/aa50dd43-a1af-443a-a084-7b771193c3bc/ https://minutesof.com/q/aa50dd43-a1af-443a-a084-7b771193c3bc/ “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.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers https://minutesof.com/q/afcf6a66-d9b9-4954-89cb-8abfbc9fb7ca/ https://minutesof.com/q/afcf6a66-d9b9-4954-89cb-8abfbc9fb7ca/ “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, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ https://minutesof.com/q/c375dcd6-7e32-46f5-a9a4-79f02129b7f8/ “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, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 data centers https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ https://minutesof.com/q/03d1dcb7-cdc3-4b70-a35d-96720749d321/ “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, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 data centers https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ “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.” — Brad Gerstner, BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 data centers https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ https://minutesof.com/q/c6100f7c-5a0b-4c0a-994b-d6d31abbf605/ “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.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 data centers https://minutesof.com/q/c972c4c6-46ae-4475-8e28-7be11bee2639/ https://minutesof.com/q/c972c4c6-46ae-4475-8e28-7be11bee2639/ “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.” — Jensen Huang, Stripe Tue, 21 May 2024 19:46:22 +0000 data centers https://minutesof.com/q/8b67f38c-a28b-4381-aeab-898c9b743dfe/ https://minutesof.com/q/8b67f38c-a28b-4381-aeab-898c9b743dfe/ “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.” — Brad Gerstner, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 data centers https://minutesof.com/q/baa29cab-465a-4ddf-9bf6-646b3345daff/ https://minutesof.com/q/baa29cab-465a-4ddf-9bf6-646b3345daff/ “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.” — Bill Gurley, BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 data centers https://minutesof.com/q/e1a04006-788c-440c-96ca-495cf037020f/ https://minutesof.com/q/e1a04006-788c-440c-96ca-495cf037020f/ “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, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 data centers