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AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $ 15B+ investment.

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Rohan Paul

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29,440 просмотров • 2 месяцев назад •via X (Twitter)

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Opinion from a former Meta PM. And this is from Aravind Srinivas of Perplexity "China can build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem."
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Opinion from a former Meta PM. And this is from Aravind Srinivas of Perplexity "China can build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem."

Rohan Paul

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JUST IN: 🇺🇸 President Trump announces $500 billion AI investment, partnering with OpenAI, Oracle and SoftBank.
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JUST IN: 🇺🇸 President Trump announces $500 billion AI investment, partnering with OpenAI, Oracle and SoftBank.

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Aravind Srinivas just explained why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel (Harry Stebbings ), link in comment
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Aravind Srinivas just explained why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel (Harry Stebbings ), link in comment

Rohan Paul

135,792 просмотров • 14 дней назад

On data centers and energy usage, "Data centers don't need the grid, you can put the data center where the power source is." Khosla Ventures’ Vinod Khosla #BloombergGreen ⏯️
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On data centers and energy usage, "Data centers don't need the grid, you can put the data center where the power source is." Khosla Ventures’ Vinod Khosla #BloombergGreen ⏯️

Bloomberg Live

38,466 просмотров • 1 год назад

China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars, and I love the vision, Elon executes, no question. But here on Earth, right now, we have a brutal reality problem. The grid is tapped out, demand for AI data centers is exploding, and we are nowhere close to keeping up. China added roughly 500 gigawatts of power last year. We added excuses. Nuclear matters, but it's 10 to 15 years away and AI does not wait. That is why my money is going into stranded natural gas, combined cycle turbines, and massive land tied directly to permits, power, fiber, water, and air rights all in one place. Whoever controls reliable, scalable power wins, and if we don't fix the grid fast, we lose.
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China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars, and I love the vision, Elon executes, no question. But here on Earth, right now, we have a brutal reality problem. The grid is tapped out, demand for AI data centers is exploding, and we are nowhere close to keeping up. China added roughly 500 gigawatts of power last year. We added excuses. Nuclear matters, but it's 10 to 15 years away and AI does not wait. That is why my money is going into stranded natural gas, combined cycle turbines, and massive land tied directly to permits, power, fiber, water, and air rights all in one place. Whoever controls reliable, scalable power wins, and if we don't fix the grid fast, we lose.

Kevin O'Leary aka Mr. Wonderful

51,438 просмотров • 5 месяцев назад

Assets are being tokenised. AI, compute, and data now decide power. The new financial order is digital.
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Assets are being tokenised. AI, compute, and data now decide power. The new financial order is digital.

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President Donald Trump said that ChatGPT creator OpenAI, SoftBank and Oracle are planning a joint venture called Stargate, which will build data centers and invest up to $500 billion in US infrastructure for artificial intelligence
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President Donald Trump said that ChatGPT creator OpenAI, SoftBank and Oracle are planning a joint venture called Stargate, which will build data centers and invest up to $500 billion in US infrastructure for artificial intelligence

Reuters

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$IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer.
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$IREN CEO Dan Roberts says the company is partnering with $NVDA and $DELL to build an AI compute ecosystem from land, steel and power all the way to the end customer.

Shay Boloor

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🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”
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🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

NIK

102,475 просмотров • 10 месяцев назад

🚨NEW🚨: AI Is Wreaking Havoc on Global Power Systems We analyzed data on 1000s of data centers and found that AI data centers are coming online so fast that electricity demand is straining global power grids and threatening clean energy goals 🎁
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🚨NEW🚨: AI Is Wreaking Havoc on Global Power Systems We analyzed data on 1000s of data centers and found that AI data centers are coming online so fast that electricity demand is straining global power grids and threatening clean energy goals 🎁

Leonardo

108,673 просмотров • 2 лет назад

My investment thesis was that Bitzero has power and other investors are definitely coming to this theme. They have power contracts at very attractive prices. So a company like Bitzero that has power, land, permits, and fiber, becomes very attractive to many different constituencies. In addition to that, with the war in the Middle East, they have a geography with very good stability. If you're gonna spend billions of dollars, whether it's manufacturing or whether it's building AI compute or whatever it is, you want stability. And of course, Norway and Finland are legendary for that.
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My investment thesis was that Bitzero has power and other investors are definitely coming to this theme. They have power contracts at very attractive prices. So a company like Bitzero that has power, land, permits, and fiber, becomes very attractive to many different constituencies. In addition to that, with the war in the Middle East, they have a geography with very good stability. If you're gonna spend billions of dollars, whether it's manufacturing or whether it's building AI compute or whatever it is, you want stability. And of course, Norway and Finland are legendary for that.

Kevin O'Leary aka Mr. Wonderful

14,156 просмотров • 2 месяцев назад

🚨 BREAKING: Trump announces Project Stargate, a $500B investment in American AI dominance starting with a giant colossal data center built in Texas. This is currently a JV between OpenAI, Oracle, and SoftBank. With additional support from Microsoft and Nvidia.
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🚨 BREAKING: Trump announces Project Stargate, a $500B investment in American AI dominance starting with a giant colossal data center built in Texas. This is currently a JV between OpenAI, Oracle, and SoftBank. With additional support from Microsoft and Nvidia.

Autism Capital 🧩

227,311 просмотров • 1 год назад

40% of US data center builds are blocked. GPUs are not the constraint - permits are. Aravind Srinivas on The Twenty Minute VC: the market is watching GPU order flow as the leading indicator for AI infrastructure. It is the wrong signal. A data center is land, permits, turbines, cooling, and grid connections assembled over years. GPU procurement is the fast part. Power procurement is the slow part. Rubin-generation data centers do not reach full capacity until 2027 - and that lag is structural, not temporary. Public resistance is blocking 40% of potential US builds. The sentiment runs through different stated concerns: water use, electricity prices, job displacement. The underlying direction is the same. Infrastructure companies with secured permits and self-generation capability in friendly jurisdictions have a moat that chip orders cannot replicate. Full infrastructure thesis: Source: 20VC with Harry Stebbings -
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40% of US data center builds are blocked. GPUs are not the constraint - permits are. Aravind Srinivas on The Twenty Minute VC: the market is watching GPU order flow as the leading indicator for AI infrastructure. It is the wrong signal. A data center is land, permits, turbines, cooling, and grid connections assembled over years. GPU procurement is the fast part. Power procurement is the slow part. Rubin-generation data centers do not reach full capacity until 2027 - and that lag is structural, not temporary. Public resistance is blocking 40% of potential US builds. The sentiment runs through different stated concerns: water use, electricity prices, job displacement. The underlying direction is the same. Infrastructure companies with secured permits and self-generation capability in friendly jurisdictions have a moat that chip orders cannot replicate. Full infrastructure thesis: Source: 20VC with Harry Stebbings -

Podcast Alpha

11,670 просмотров • 27 дней назад

AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.
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AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.

IREN

292,328 просмотров • 8 месяцев назад

AI, data centers, national security, none of it works without power. You can’t plug massive data centers into local grids anymore. It drives energy prices up for hospitals, homes, and entire communities. Permits get denied. Projects die. The only solution right now is building power generation alongside data centers, fast, reliable, and scalable. Natural gas is the bridge. Nuclear is too slow. China understands this. They build first and ask questions later. If we don’t fix permitting and power generation quickly, we fall behind... economically, technologically, and strategically. This isn’t political. It’s reality.
2:01

AI, data centers, national security, none of it works without power. You can’t plug massive data centers into local grids anymore. It drives energy prices up for hospitals, homes, and entire communities. Permits get denied. Projects die. The only solution right now is building power generation alongside data centers, fast, reliable, and scalable. Natural gas is the bridge. Nuclear is too slow. China understands this. They build first and ask questions later. If we don’t fix permitting and power generation quickly, we fall behind... economically, technologically, and strategically. This isn’t political. It’s reality.

Kevin O'Leary aka Mr. Wonderful

26,348 просмотров • 6 месяцев назад

Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:
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Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:

CEPR

11,834 просмотров • 1 месяц назад

Elon Musk just revealed what’s actually holding AI back. It’s not chips. Not models. Not data. It’s concrete. Someone asked him the obvious question. Why not just build private power plants next to data centers? Bypass the grid entirely. His answer was four words. Musk: “The power plant makers.” There aren’t enough of them. You can design the best chip on earth. Train a frontier model. Raise $10 billion for a hyperscale data center. None of it matters if you can’t power it. Musk: “You can drill down a level further.” GPUs need power. Power needs turbines. Turbines need factories. Factories need permits. Permits need a government that hasn’t paralyzed itself. Every link in the chain is physical. And every one of them is breaking. We can train a frontier model in weeks. We can’t permit a power plant in under five years. The country that invented the assembly line now needs 40 agencies to approve a gas turbine. China doesn’t have this problem. They don’t run 7-year environmental reviews on infrastructure they need tomorrow. They break ground while America requests approval to break ground. The AI race won’t be decided by whoever writes the best algorithm. It’ll be decided by whoever can still build in the physical world. We spent 30 years getting faster in software and slower in steel. Outsourcing manufacturing. Hollowing out supply chains. Treating builders like liabilities instead of assets. Now the bill is due. Every breakthrough in AI is gated by atoms. Steel. Concrete. Turbines that take years to manufacture and decades to approve. The smartest code on earth is worthless without electricity. Musk didn’t give a speech about this. He didn’t need to. He answered one question and the whole infrastructure myth collapsed. “Where do you get the power plants from?” Follow that thread far enough and you stop finding a technology problem. You find a civilization that mastered thinking and forgot how to build.
0:38

Elon Musk just revealed what’s actually holding AI back. It’s not chips. Not models. Not data. It’s concrete. Someone asked him the obvious question. Why not just build private power plants next to data centers? Bypass the grid entirely. His answer was four words. Musk: “The power plant makers.” There aren’t enough of them. You can design the best chip on earth. Train a frontier model. Raise $10 billion for a hyperscale data center. None of it matters if you can’t power it. Musk: “You can drill down a level further.” GPUs need power. Power needs turbines. Turbines need factories. Factories need permits. Permits need a government that hasn’t paralyzed itself. Every link in the chain is physical. And every one of them is breaking. We can train a frontier model in weeks. We can’t permit a power plant in under five years. The country that invented the assembly line now needs 40 agencies to approve a gas turbine. China doesn’t have this problem. They don’t run 7-year environmental reviews on infrastructure they need tomorrow. They break ground while America requests approval to break ground. The AI race won’t be decided by whoever writes the best algorithm. It’ll be decided by whoever can still build in the physical world. We spent 30 years getting faster in software and slower in steel. Outsourcing manufacturing. Hollowing out supply chains. Treating builders like liabilities instead of assets. Now the bill is due. Every breakthrough in AI is gated by atoms. Steel. Concrete. Turbines that take years to manufacture and decades to approve. The smartest code on earth is worthless without electricity. Musk didn’t give a speech about this. He didn’t need to. He answered one question and the whole infrastructure myth collapsed. “Where do you get the power plants from?” Follow that thread far enough and you stop finding a technology problem. You find a civilization that mastered thinking and forgot how to build.

Dustin

985,853 просмотров • 2 месяцев назад

Data centers in space are a "no brainer." SpaceX's 1st employee Tom Mueller (Tom Mueller) on Elon Musk's plan to move compute into space: "It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data." "You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."
1:42

Data centers in space are a "no brainer." SpaceX's 1st employee Tom Mueller (Tom Mueller) on Elon Musk's plan to move compute into space: "It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data." "You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."

Molly O’Shea

357,313 просмотров • 1 месяц назад

Arthur Mensch confirmed on CNBC this week that OpenAI and Anthropic are calling Mistral asking for compute. The two companies racing to build the most powerful AI in the world are dependent on a European competitor they have been trying to outrun. Let that land for a second. The narrative you have been sold is that the US is running away with AI. That OpenAI and Anthropic have such a commanding lead that the rest of the world is playing catch-up. That narrative is missing something physical. The International Energy Agency projected this year that US data center electricity demand will double by 2030. The US grid is already at capacity. Europe has the power. Europe has the land. And right now the company fielding calls from the most funded AI labs on earth is a four-year-old French startup. Mensch said Mistral is prioritizing its own customers first. The surge in agentic usage is generating far more tokens than anyone planned for and existing capacity is spoken for. The US labs are in the queue. But they are in the queue. Most people following AI are watching benchmark scores and funding rounds. The actual constraint right now is electricity and physical space. And on that dimension, the scoreboard looks nothing like the one most people are reading. Watch the full podcast on YouTube at CNBC International
1:06

Arthur Mensch confirmed on CNBC this week that OpenAI and Anthropic are calling Mistral asking for compute. The two companies racing to build the most powerful AI in the world are dependent on a European competitor they have been trying to outrun. Let that land for a second. The narrative you have been sold is that the US is running away with AI. That OpenAI and Anthropic have such a commanding lead that the rest of the world is playing catch-up. That narrative is missing something physical. The International Energy Agency projected this year that US data center electricity demand will double by 2030. The US grid is already at capacity. Europe has the power. Europe has the land. And right now the company fielding calls from the most funded AI labs on earth is a four-year-old French startup. Mensch said Mistral is prioritizing its own customers first. The surge in agentic usage is generating far more tokens than anyone planned for and existing capacity is spoken for. The US labs are in the queue. But they are in the queue. Most people following AI are watching benchmark scores and funding rounds. The actual constraint right now is electricity and physical space. And on that dimension, the scoreboard looks nothing like the one most people are reading. Watch the full podcast on YouTube at CNBC International

Ihtesham Ali

46,709 просмотров • 20 дней назад