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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.

Rohan Paul

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29,440 Aufrufe • vor 4 Monaten •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."

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

89,713 Aufrufe • vor 2 Monaten

Compute at Sea Francois Chaubard AI is running out of compute, and data centers are running out of electricity and land. One possible solution is to move compute offshore. The ocean offers abundant space, sunlight, and natural cooling, opening the door to fleets of modular data centers operating together as a global cloud.

Compute at Sea Francois Chaubard AI is running out of compute, and data centers are running out of electricity and land. One possible solution is to move compute offshore. The ocean offers abundant space, sunlight, and natural cooling, opening the door to fleets of modular data centers operating together as a global cloud.

Y Combinator

64,621 Aufrufe • vor 1 Monat

The Tesla Megapod trademark might be the most important filing nobody is talking about (Save this). Tesla wants to build a product that is basically a self contained AI computer in a box. You truck it somewhere, plug it into power, and it runs AI workloads. The reason this matters is that the AI industry has a problem because you can't build data centers fast enough. Getting land approved, getting power from the grid, getting zoning cleared, that process takes 3–5 years, and demand is moving much faster than that. US data center construction actually fell in 2025 for the first time in years, because developers kept hitting bureaucratic walls. Tesla's answer to that problem is simple. They already own thousands of Supercharger stations across the country and those stations already have land, power, and grid connections, all the hard stuff is done. The idea is to drop a Megapod at those sites and turn idle charging infrastructure into AI compute, almost overnight. What Jason, Chamath, and Friedberg were all circling around is that this drop a box on a concrete pad approach is already how serious companies are deploying AI compute right now. Vertiv and DUG Technology both ship GPU-packed containers that can go live in 90 days and Tesla would just be bringing that idea to a network it already owns. The opportunity is very real whether Tesla is the one to actually execute on it is still an open question.

The Tesla Megapod trademark might be the most important filing nobody is talking about (Save this). Tesla wants to build a product that is basically a self contained AI computer in a box. You truck it somewhere, plug it into power, and it runs AI workloads. The reason this matters is that the AI industry has a problem because you can't build data centers fast enough. Getting land approved, getting power from the grid, getting zoning cleared, that process takes 3–5 years, and demand is moving much faster than that. US data center construction actually fell in 2025 for the first time in years, because developers kept hitting bureaucratic walls. Tesla's answer to that problem is simple. They already own thousands of Supercharger stations across the country and those stations already have land, power, and grid connections, all the hard stuff is done. The idea is to drop a Megapod at those sites and turn idle charging infrastructure into AI compute, almost overnight. What Jason, Chamath, and Friedberg were all circling around is that this drop a box on a concrete pad approach is already how serious companies are deploying AI compute right now. Vertiv and DUG Technology both ship GPU-packed containers that can go live in 90 days and Tesla would just be bringing that idea to a network it already owns. The opportunity is very real whether Tesla is the one to actually execute on it is still an open question.

Milk Road AI

16,630 Aufrufe • vor 2 Monaten

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

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

139,052 Aufrufe • vor 2 Monaten

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.

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 Aufrufe • vor 6 Monaten

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

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

45,182 Aufrufe • vor 1 Jahr

OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.

OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.

Dwarkesh Patel

50,509 Aufrufe • vor 4 Tagen

🚨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!”

🚨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

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NY just became the first state to pause AI data center permits. Banning is the wrong move, here's the fix instead: 1) Build their own power - Data centers should fund their own electrical infrastructure. 2) Allow small modular nukes - During a blizzard or grid emergency, the data center has to switch power back to the grid to help residents. 3) Incentivize next-gen cooling - Offer state credits to companies developing advanced cooling tech to cut water use. 4) Set distance rules, not bans - Require data centers to sit a set distance from populated areas.

NY just became the first state to pause AI data center permits. Banning is the wrong move, here's the fix instead: 1) Build their own power - Data centers should fund their own electrical infrastructure. 2) Allow small modular nukes - During a blizzard or grid emergency, the data center has to switch power back to the grid to help residents. 3) Incentivize next-gen cooling - Offer state credits to companies developing advanced cooling tech to cut water use. 4) Set distance rules, not bans - Require data centers to sit a set distance from populated areas.

PBD Podcast

25,868 Aufrufe • vor 1 Monat

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.

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

14,176 Aufrufe • vor 3 Monaten

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 -

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 Aufrufe • vor 2 Monaten

🚨 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.

🚨 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 Aufrufe • vor 1 Jahr

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.

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 Aufrufe • vor 10 Monaten

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.

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 Aufrufe • vor 7 Monaten

Steve Bannon gets it: Byron Donalds is wrong on data centers. He's taken their money and now wants to build data centers on Florida's pristine lands. Floridians are saying no. I agree. We need a ban. As Bannon says, this is a “ticking time bomb" for Byron.

Steve Bannon gets it: Byron Donalds is wrong on data centers. He's taken their money and now wants to build data centers on Florida's pristine lands. Floridians are saying no. I agree. We need a ban. As Bannon says, this is a “ticking time bomb" for Byron.

David Jolly

314,741 Aufrufe • vor 9 Tagen

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.

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

986,565 Aufrufe • vor 3 Monaten

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

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

47,162 Aufrufe • vor 2 Monaten

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."

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

357,597 Aufrufe • vor 2 Monaten

This is the best take I have heard around the existing AI landscape today Fantastic explanation around the constraints at OpenAI and Anthropic, focus on enterprise business models, and the doomerism narrative in AI From former AI czar David Sacks "Even though Anthropic's revenue has followed this exponential graph very predictably, it cannot do that ever. The reason is that as you hit new levels of scale, you encounter new problems. You are simply going to run out of compute, electricity, data centers, and infrastructure. There are limits to the physical world you are going to hit. And there is already evidence that Anthropic is hitting some of those limits."

This is the best take I have heard around the existing AI landscape today Fantastic explanation around the constraints at OpenAI and Anthropic, focus on enterprise business models, and the doomerism narrative in AI From former AI czar David Sacks "Even though Anthropic's revenue has followed this exponential graph very predictably, it cannot do that ever. The reason is that as you hit new levels of scale, you encounter new problems. You are simply going to run out of compute, electricity, data centers, and infrastructure. There are limits to the physical world you are going to hit. And there is already evidence that Anthropic is hitting some of those limits."

Boring_Business

236,448 Aufrufe • vor 4 Monaten