https://minutesof.com/on/infrastructure/ Everyone on the record about infrastructure: 72 verbatim quotes from 8 people, October 2023 to August 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:33:01 +0000 https://minutesof.com/q/98c3bd9c-c70c-401a-b52d-19dfc1b20e62/ https://minutesof.com/q/98c3bd9c-c70c-401a-b52d-19dfc1b20e62/ “So if you're at 3 or $4,000,000,000,000 of CapEx, where does all this cash come from?” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 infrastructure https://minutesof.com/q/e39a19f2-49bb-43b6-a901-e9fbd413a084/ https://minutesof.com/q/e39a19f2-49bb-43b6-a901-e9fbd413a084/ “So to enable, let's say, that 100 gigawatts by 2030 or let's even like let's even like pare it down to 2028 where it's like 3 or $4,000,000,000,000 of CapEx across all of these items.” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 infrastructure https://minutesof.com/q/87380cb5-ef13-4f9a-b24b-646ce43d9ba9/ https://minutesof.com/q/87380cb5-ef13-4f9a-b24b-646ce43d9ba9/ “As we go forward into the future, the the numbers for computer ballooning, right, we're at, you know, you know, a little bit over a trillion dollars of CapEx this year.” — Dylan Patel, Dwarkesh Patel Tue, 25 Aug 2026 15:57:53 +0000 infrastructure 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 infrastructure 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 infrastructure 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 infrastructure https://minutesof.com/q/eb584a54-7b84-4ddf-a4ea-1d28f9797588/ https://minutesof.com/q/eb584a54-7b84-4ddf-a4ea-1d28f9797588/ “We're now in the process of reinventing all of that, which is the reason why over the course of the next ten years, we're going to be building tens of trillions of dollars of new computers to replace the old computers that we built over the last sixty years.” — Jensen Huang, Associated Press Tue, 16 Jun 2026 20:50:13 +0000 infrastructure https://minutesof.com/q/9a8caf62-46c4-44ea-a4a0-1f5fe7163727/ https://minutesof.com/q/9a8caf62-46c4-44ea-a4a0-1f5fe7163727/ “And you heard the rumors and seen the headlines that 30 or 40% of compute now is delayed this year. So keep your eye on power and compute.” — Brad Gerstner, Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 infrastructure https://minutesof.com/q/226edc58-204f-473d-b45a-0c4cc365ace5/ https://minutesof.com/q/226edc58-204f-473d-b45a-0c4cc365ace5/ “South Korea, not China, South Korea can build a nuclear fission plant for one fourth the price that we can in The US. And someone needs to be massively alarmed by that.” — Bill Gurley, MIT Sloan VCPE Mon, 11 May 2026 19:59:13 +0000 infrastructure https://minutesof.com/q/bd6849da-ba81-44bd-8403-379ef60f8995/ https://minutesof.com/q/bd6849da-ba81-44bd-8403-379ef60f8995/ “it costs four x, 400% more to build a a a fission nuclear plant, 70 year old technology in The US than it does in South Korea or China.” — Bill Gurley, Tom Bilyeu Thu, 23 Apr 2026 13:01:05 +0000 infrastructure https://minutesof.com/q/ca799059-c031-4795-9f81-11f253d14a30/ https://minutesof.com/q/ca799059-c031-4795-9f81-11f253d14a30/ “S, they want to do in Europe and they're not as well prepared to it and they're doing it in The Middle East and they're doing it elsewhere around the world.” — Marc Rowan, Bloomberg Live Tue, 03 Mar 2026 17:46:05 +0000 infrastructure https://minutesof.com/q/3ac957ff-1e5c-4797-8ff9-af8873fbe4b2/ https://minutesof.com/q/3ac957ff-1e5c-4797-8ff9-af8873fbe4b2/ “S, they want to do in Europe, and they're not as well prepared to it, and they're doing it in The Middle East, and they're doing it elsewhere around the world.” — Marc Rowan, Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 infrastructure https://minutesof.com/q/eac21179-024f-4ae9-8db2-3eee00972211/ https://minutesof.com/q/eac21179-024f-4ae9-8db2-3eee00972211/ “If we start looking at like, hey, this year, Google spending 2 Amazon spending $200,000,000,000, Google spending a $180,000,000,000 on on AI infrastructure primarily. Right?” — Dylan Patel, Latent Space Thu, 26 Feb 2026 21:15:18 +0000 infrastructure https://minutesof.com/q/79876f3a-71d7-4fbe-b3ec-756dd00bd2e5/ https://minutesof.com/q/79876f3a-71d7-4fbe-b3ec-756dd00bd2e5/ “The UK created something called Faster Payment seventeen years ago. And China has one and India has one. Brazil created one seven years ago, six years ago called PIX that's wildly successful.” — Bill Gurley, Tetragrammaton with Rick Rubin Thu, 12 Feb 2026 16:34:22 +0000 infrastructure https://minutesof.com/q/edcca4b7-9900-4e93-957b-7b9a8995331d/ https://minutesof.com/q/edcca4b7-9900-4e93-957b-7b9a8995331d/ “I think for the next three years, this is like building the interstate highway system. Right? This is significant. It's important to The United States Of America, by the way.” — Brad Gerstner, Altimeter Capital Tue, 10 Feb 2026 21:40:23 +0000 infrastructure https://minutesof.com/q/b206ab39-c11b-4186-80e2-7930fb9768d1/ https://minutesof.com/q/b206ab39-c11b-4186-80e2-7930fb9768d1/ “That $50,000,000,000 of COGS needs to burn on infra, which cost roughly with if a five if you're talking about five year depreciation, call it $250,000,000,000, right, of infra Yeah. For a $100,000,000,000 of revenue.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 infrastructure https://minutesof.com/q/a42225be-7133-4459-8e20-e73d48721800/ https://minutesof.com/q/a42225be-7133-4459-8e20-e73d48721800/ “That $50,000,000,000 of COGS needs to burn on infra, which cost roughly with if a five if you're talking about five year depreciation, call it $250,000,000,000,” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 infrastructure https://minutesof.com/q/f595cc16-a757-421d-a7d6-71cd95f1a623/ https://minutesof.com/q/f595cc16-a757-421d-a7d6-71cd95f1a623/ “Trillions of dollars, tens of trillions of dollars. Estimates have it close to $100,000,000,000,000 $85,000,000,000,000 in the next ten years.” — Jensen Huang, NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 infrastructure https://minutesof.com/q/3cf594c4-f6ca-4328-bb3d-cc108a5123c8/ https://minutesof.com/q/3cf594c4-f6ca-4328-bb3d-cc108a5123c8/ “It's an enormous infrastructure build out, the largest industrial infrastructure build out in human history.” — Jensen Huang, NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 infrastructure https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ “While these factories are incredibly complex, they're you know, a gigawatt AI factory is about $50,000,000,000 And now we're building tens of gigawatts around the world.” — Jensen Huang, NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 infrastructure https://minutesof.com/q/8f435182-560e-467f-800c-67500bc53d07/ https://minutesof.com/q/8f435182-560e-467f-800c-67500bc53d07/ “Right now, as we're speaking, these three entirely what used to be three different industries are all growing incredibly fast so that we could create the infrastructure for intelligence and manufacturing the AIs.” — Jensen Huang, NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 infrastructure https://minutesof.com/q/c1da339a-a1ee-4b9b-99ac-89e1fc84b44e/ https://minutesof.com/q/c1da339a-a1ee-4b9b-99ac-89e1fc84b44e/ “But remember what computing is. There's computing, there's the processing, but there's storage, networking, and security. All that is being reinvented as we speak.” — Jensen Huang, Cisco Wed, 04 Feb 2026 04:34:47 +0000 infrastructure https://minutesof.com/q/ddccec53-f53b-4ae7-99e7-7f4520cead44/ https://minutesof.com/q/ddccec53-f53b-4ae7-99e7-7f4520cead44/ “Whereas the energy industry in America wasn't. And and so, like, initially, people were, like, not creative. They're like, let's do let's do these kinds of gas plants.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 infrastructure https://minutesof.com/q/86748cbb-055a-4578-92be-361a647d16ac/ https://minutesof.com/q/86748cbb-055a-4578-92be-361a647d16ac/ “When you're doing these rollouts and especially as things get more and more agentic and training, you might not only need to send not the entire weights but just the tokens that are relevant.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 infrastructure 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 infrastructure https://minutesof.com/q/a92236da-9042-40b4-8a83-468edac2a60e/ https://minutesof.com/q/a92236da-9042-40b4-8a83-468edac2a60e/ “one of the things that keeps investors like me up in the nights is a 250,000,000,000 being spent on NVIDIA on on the semi side of things.” — Brad Gerstner, BG2 Pod Tue, 23 Dec 2025 23:00:00 +0000 infrastructure https://minutesof.com/q/663e0562-7281-48ea-a457-4edf51e7b12e/ https://minutesof.com/q/663e0562-7281-48ea-a457-4edf51e7b12e/ “Just try to think about each one of those being one, maybe one and a half gigawatts. Suddenly, that's 60% of The US power production capacity being built right now in just nuclear by China.” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 infrastructure https://minutesof.com/q/48502dd7-3936-44c8-8d27-5fe35babad15/ https://minutesof.com/q/48502dd7-3936-44c8-8d27-5fe35babad15/ “Just try to think about each one of those being one, maybe one and a half gigawatts. Suddenly, that's 60% of The US power production capacity being built right now” — David Friedberg, Network State Podcast Sun, 21 Dec 2025 08:30:07 +0000 infrastructure https://minutesof.com/q/46abef0c-3d45-47a5-bd10-f86486954242/ https://minutesof.com/q/46abef0c-3d45-47a5-bd10-f86486954242/ “So fission being old school, not new school, at one fourth the price that we do it here in The US. So is South Korea, by the way.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 infrastructure https://minutesof.com/q/b4b27ee4-b302-4da0-920d-6ff0f1dd72ed/ https://minutesof.com/q/b4b27ee4-b302-4da0-920d-6ff0f1dd72ed/ “So they are building new nuclear fission plants. So fission being old school, not new school, at one fourth the price that we do it here in The US.” — Bill Gurley, Tim Ferriss Wed, 17 Dec 2025 16:45:52 +0000 infrastructure https://minutesof.com/q/ae8c91b8-452e-4194-a8f3-8286559ee830/ https://minutesof.com/q/ae8c91b8-452e-4194-a8f3-8286559ee830/ “we have tens of millions of dollars of hardware of the current and last generation GPUs. As I mentioned before, the software updates every single day.” — Dylan Patel, Open Compute Project Thu, 23 Oct 2025 06:01:19 +0000 infrastructure https://minutesof.com/q/1638851f-bb3c-429b-a236-3483d516457f/ https://minutesof.com/q/1638851f-bb3c-429b-a236-3483d516457f/ “You know as far as the Russians are concerned because of Ukraine we're in a state of grey warfare with them and they are using all sorts of means which are beneath the level of open conflict to cause, well, mayhem in aspects of the West's daily critical infrastructure, daily life,” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 infrastructure https://minutesof.com/q/4528429e-a386-44b6-9e4f-5c3735ac9380/ https://minutesof.com/q/4528429e-a386-44b6-9e4f-5c3735ac9380/ “And the reason it's sensitive in my understanding is because of the communications cables that run underneath it or very close to it.” — Sir Richard Dearlove, Sky News Thu, 16 Oct 2025 11:33:46 +0000 infrastructure 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 infrastructure 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 infrastructure https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ “Why does it cost us four to five times to build a fission reactor in this country? Why are we building no nuclear reactors in this country?” — Brad Gerstner, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 infrastructure https://minutesof.com/q/9d270451-5810-4a8b-88be-ef972643dcfc/ https://minutesof.com/q/9d270451-5810-4a8b-88be-ef972643dcfc/ “the new the new Trump, you know, tax bill institutes something really incredible, which is that you can depreciate all of the GPU cluster cost in year one, which we put out, like, a note about how, like, the tax implications to, like, meta are, like, $10,000,000,000 a year. And across each of the major hyperscalers, it's, like, massive.” — Dylan Patel, a16z Mon, 18 Aug 2025 18:26:43 +0000 infrastructure 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 infrastructure 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 infrastructure 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 infrastructure https://minutesof.com/q/04145864-be99-4149-912d-4fb4334ea64b/ https://minutesof.com/q/04145864-be99-4149-912d-4fb4334ea64b/ “A lot of our renewable sources of energy are Chinese manufactured with cellular modules in them that can be reprogrammed from China. You could knock out the whole of a North Sea wind farm, bang.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 infrastructure https://minutesof.com/q/8cf4caa7-36a2-4bea-9052-749fc50ac179/ https://minutesof.com/q/8cf4caa7-36a2-4bea-9052-749fc50ac179/ “Chinese could bring in a crisis UK city to a grinding halt, bang, with a flick of a switch in Beijing.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 infrastructure https://minutesof.com/q/f2b500b4-54be-4a9f-b21c-1d1c3d82bbbe/ https://minutesof.com/q/f2b500b4-54be-4a9f-b21c-1d1c3d82bbbe/ “that car in a crisis can be reprogrammed by the manufacturer in China. And you can find your Chinese car, 40 of them, let's say around London immobilized.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 infrastructure https://minutesof.com/q/141646c2-4f26-4d71-a23e-f74e51dcf6ff/ https://minutesof.com/q/141646c2-4f26-4d71-a23e-f74e51dcf6ff/ “Because in every Chinese car there is a cellular module which is connected to the internet of things and that car in a crisis can be reprogrammed by the manufacturer in China.” — Sir Richard Dearlove, One Decision Tue, 10 Jun 2025 08:02:35 +0000 infrastructure https://minutesof.com/q/7715340c-a1ac-4173-ad56-984305ab5c68/ https://minutesof.com/q/7715340c-a1ac-4173-ad56-984305ab5c68/ “What's what's funny is there was a customer that had more than 10,000 GPUs with you. They got acquired.” — Dylan Patel, CoreWeave Fri, 23 May 2025 17:27:49 +0000 infrastructure 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 infrastructure https://minutesof.com/q/566773ba-9e75-4496-9248-3d50712a59c2/ https://minutesof.com/q/566773ba-9e75-4496-9248-3d50712a59c2/ “They're doing full liquid cooling as well and they're working on those designs, but, you guys have fully liquid cooled data centers.” — Dylan Patel, CoreWeave Fri, 23 May 2025 17:27:49 +0000 infrastructure 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 infrastructure 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 infrastructure https://minutesof.com/q/675ee285-ed22-4889-b6cf-5f6b6892d5c7/ https://minutesof.com/q/675ee285-ed22-4889-b6cf-5f6b6892d5c7/ “That would not pay for all of these build outs. Right? AI is useful today, but it's not capable of doing a lot of things.” — Dylan Patel, Alex Kantrowitz Wed, 23 Apr 2025 16:30:06 +0000 infrastructure 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 infrastructure 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 infrastructure 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 infrastructure 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 infrastructure https://minutesof.com/q/0a5cd67c-aea8-4ed0-a66d-d5e8a221c959/ https://minutesof.com/q/0a5cd67c-aea8-4ed0-a66d-d5e8a221c959/ “It's like, what the flip? Right? Like, it's like so, like, the grid needs huge investments.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 infrastructure https://minutesof.com/q/837f0a3c-d3fb-454e-ba7f-3504bfd5a136/ https://minutesof.com/q/837f0a3c-d3fb-454e-ba7f-3504bfd5a136/ “each GPU, right, once you include networking, building, all this sort of stuff maybe is you know, the GPU itself of h 100 is, like, 24,000, but once you add everything else up, it's, like, forty, forty five thousand dollars per GPU all in of everything.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 infrastructure https://minutesof.com/q/168141e4-9ed2-43a1-b661-cd71af64f1a7/ https://minutesof.com/q/168141e4-9ed2-43a1-b661-cd71af64f1a7/ “I think this anti Chinese mentality is a little nuts because if you look at low cost EVs, if you look at their subway stations, if you look at, they're leading us in many areas.” — Bill Gurley, Bg2 Pod Mon, 06 Jan 2025 21:47:42 +0000 infrastructure https://minutesof.com/q/c4005777-b6ad-4670-bcaf-ceb3ab21315d/ https://minutesof.com/q/c4005777-b6ad-4670-bcaf-ceb3ab21315d/ “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.” — Bill Gurley, Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 infrastructure https://minutesof.com/q/075fb7fa-7e85-45f7-a574-720f900c7136/ https://minutesof.com/q/075fb7fa-7e85-45f7-a574-720f900c7136/ “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” — Bill Gurley, Bg2 Pod Mon, 23 Dec 2024 20:25:20 +0000 infrastructure https://minutesof.com/q/7dbd3f8a-f998-4148-9e33-947ed3fcc5ad/ https://minutesof.com/q/7dbd3f8a-f998-4148-9e33-947ed3fcc5ad/ “And five years later, they weren't on Oracle or Sun. And some have argued it went from a development sandbox world to a optimization world.” — Bill Gurley, BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 infrastructure https://minutesof.com/q/9be72128-ac52-447d-82bc-c0e5f69e03de/ https://minutesof.com/q/9be72128-ac52-447d-82bc-c0e5f69e03de/ “And so the scale that they wanna reach to, 1.5 gigawatts in two and a half years in one site.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 infrastructure https://minutesof.com/q/92b54306-a8ba-4491-9eff-84f28f0ab049/ https://minutesof.com/q/92b54306-a8ba-4491-9eff-84f28f0ab049/ “there's gonna be a new infrastructure. This new infrastructure are going to be AI factories that operate these digital humans. And they're gonna be running all the time, 20 fourseven.” — Jensen Huang, BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 infrastructure https://minutesof.com/q/2c7c1148-3e86-4e73-b57b-a7270a36f52c/ https://minutesof.com/q/2c7c1148-3e86-4e73-b57b-a7270a36f52c/ “A supercomputer that you would build would take normally three years to plan. Right. And then they deliver the equipment and it takes one year to get it all working.” — Jensen Huang, BG2 Pod Sun, 13 Oct 2024 10:30:00 +0000 infrastructure https://minutesof.com/q/7b43ac1e-7f41-457a-a57e-250bea958042/ https://minutesof.com/q/7b43ac1e-7f41-457a-a57e-250bea958042/ “there's no fucking way you can pay for the scale of clusters that are being planned to be built next year for OpenAI until unless they raise, like, 50 to $100,000,000,000, which I think they will raise that, like, end of this year, early next year.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 infrastructure https://minutesof.com/q/9c88df4d-4d27-4ba8-9f09-e66cb257c9e7/ https://minutesof.com/q/9c88df4d-4d27-4ba8-9f09-e66cb257c9e7/ “Microsoft slash OpenAI slash their partners for them. And then and then potentially even more, 500 k GB two hundreds, right, is a gigawatt. Right? And that's, like, online next year.” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 infrastructure https://minutesof.com/q/e6ab75ac-8722-4e95-895e-afb4a981088d/ https://minutesof.com/q/e6ab75ac-8722-4e95-895e-afb4a981088d/ “China could just build it in six months, I think, around the 3 Gorges Dam or many other places. Right?” — Dylan Patel, Dwarkesh Patel Wed, 02 Oct 2024 14:59:36 +0000 infrastructure https://minutesof.com/q/b33bc467-808c-4c8a-b6e6-b35fc3397fb5/ https://minutesof.com/q/b33bc467-808c-4c8a-b6e6-b35fc3397fb5/ “GPUs have gotten 50 times faster, and the rest of the data center has only gotten four to five times faster.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 infrastructure https://minutesof.com/q/86a9f483-87af-4eaa-bc23-de3775a5647e/ https://minutesof.com/q/86a9f483-87af-4eaa-bc23-de3775a5647e/ “they have to place orders five years in advance for these products. They have to go find power. They have to find data centers” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 infrastructure https://minutesof.com/q/8e773658-d546-4a55-9ae5-82207abc7c7f/ https://minutesof.com/q/8e773658-d546-4a55-9ae5-82207abc7c7f/ “This is where I think China has a massive advantage. They could just clear the decks for good for every project going forward. Whereas we're now making exceptions maybe with the TSMC plant in Arizona.” — Bill Gurley, Invest Like the Best Tue, 23 Apr 2024 08:00:00 +0000 infrastructure 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 infrastructure https://minutesof.com/q/cdca4ea2-53cc-42c9-a237-c2927fb44bb3/ https://minutesof.com/q/cdca4ea2-53cc-42c9-a237-c2927fb44bb3/ “Like the R and D cost is much lower in terms of people, but the cost of goods sold in terms of actually operating the service, I think will be much higher.” — Dylan Patel, Latent Space Tue, 05 Dec 2023 18:16:28 +0000 infrastructure https://minutesof.com/q/399aff33-7db2-4759-8128-952108c8c827/ https://minutesof.com/q/399aff33-7db2-4759-8128-952108c8c827/ “In fact, we did federal Freedom of Information Act requests for the federal government in The U. S. To get hard drives and hard drives of data.” — David Friedberg, AgFunder Mon, 02 Oct 2023 13:03:03 +0000 infrastructure