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What actually goes into a data center? Guru Chahal🇺🇸 whiteboards the entire stack - across land, power, cooling, storage, networking, compute - and shares where we're seeing the most interesting innovation + startup opportunities → Base Power: virtual power plants from residential batteries → Periodic Labs: using AI to...

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Claire Zau

7,796 subscribers

53,476 Aufrufe • vor 3 Monaten •via X (Twitter)

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17 Kommentare

Profilbild von Claire Zau
Claire Zauvor 3 Monaten

full episode and breakdown on youtube

Profilbild von cogsec
cogsecvor 3 Monaten

@guruchahal @basepowerco super cool

Profilbild von Claire Zau
Claire Zauvor 3 Monaten

@guruchahal @basepowerco thank you 🙏

Profilbild von Dara Miao
Dara Miaovor 3 Monaten

@guruchahal @basepowerco so helpful i love this claire

Profilbild von Claire Zau
Claire Zauvor 3 Monaten

@guruchahal @basepowerco so glad to hear - excited that we get to yap about all of this 🤗

Profilbild von Michelle Sun
Michelle Sunvor 3 Monaten

@guruchahal @basepowerco fantastic. more of these whiteboard educational pieces, please!

Profilbild von Claire Zau
Claire Zauvor 3 Monaten

@guruchahal @basepowerco thank you so much!! so glad they’re interesting

Profilbild von Dakshay Mehta
Dakshay Mehtavor 3 Monaten

@guruchahal @basepowerco Guru is awesome

Profilbild von Claire Zau
Claire Zauvor 3 Monaten

@guruchahal @basepowerco can confirm!! so much to learn from him

Profilbild von Dakshay Mehta
Dakshay Mehtavor 3 Monaten

@guruchahal @basepowerco 💯💯

Profilbild von Max Song (🌎, 🚀 , 🌕 )
Max Song (🌎, 🚀 , 🌕 )vor 3 Monaten

@guruchahal @basepowerco Awesome content!!

Profilbild von Vatsalpandya333
Vatsalpandya333vor 3 Monaten

@guruchahal @basepowerco 🐐

Profilbild von Nirvana Labs
Nirvana Labsvor 3 Monaten

@guruchahal @basepowerco We are a high-performance storage cloud purpose built for the most demanding, real-time, stateful workloads. Faster and cheaper than hyperscalers by at least 20-30%. We have a bunch of clients in production including Altinity, Goldsky, Bitgo, Nansen etc. Check us out!

Profilbild von Stanley Wei
Stanley Weivor 3 Monaten

@guruchahal @basepowerco The data center stack is a good reminder that AI infrastructure is a systems business, not a GPU shopping list. Land, power, cooling, and networking each become product surfaces—and each can bottleneck the others.

Profilbild von AI Mastery Guide
AI Mastery Guidevor 3 Monaten

@guruchahal @basepowerco Every layer getting rebuilt at once is wild to actually see mapped out.

Profilbild von Anjuli Pierce
Anjuli Piercevor 3 Monaten

@guruchahal @basepowerco We want to go micro and have a plan for it; can’t afford to implement personally however would love the opportunity for a live pitch!

Profilbild von Randy Compute
Randy Computevor 3 Monaten

@guruchahal @basepowerco the seventh layer is a spreadsheet insisting the other six will arrive on time

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Deirdre Bosa

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The Information

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$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck
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$NVTS makes power semiconductors that help AI servers move electricity more efficiently down to the chips running the workloads If AI racks keep scaling to higher power levels then Navitas sits in picks-and-shovels layer of AI factory where power delivery becomes the bottleneck

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In the AI age, money will flow through compute. As AI scales, every request becomes a microtransaction of compute, and only infrastructure owners capture that flow. Aethir is building the decentralized compute layer positioned to power and benefit from the AI economy ahead⚡️
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Aethir

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shirish

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China is our adversary. They are building more power than we are, and then using it to power data centers to advance both economic interests and of course military as well. We can’t let the Chinese beat us in AI. We’ve gotta build more data centers, we’ve gotta build more power. We’ve got a lot ahead of us here because they’re beating us on this. We cannot let this happen.
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China is our adversary. They are building more power than we are, and then using it to power data centers to advance both economic interests and of course military as well. We can’t let the Chinese beat us in AI. We’ve gotta build more data centers, we’ve gotta build more power. We’ve got a lot ahead of us here because they’re beating us on this. We cannot let this happen.

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Daniel Roberts of $IREN just laid out the brutal reality of the AI infrastructure buildout. He noted we are still in the dial up era of AI. The ultimate choke point is power. It requires steel, concrete, and years of physical construction. Starting a gigawatt AI factory today means you will not see the first compute online until the 2030s. It takes 18 to 24 months just to get a utility company to confirm if a piece of land even has power access. The market is pricing in rapid software scaling, but the physical bottlenecks are severe and unavoidable. The capital moving into power generation and data center infrastructure is a multi year trend. It’s not a sprint it’s a marathon.
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Daniel Roberts of $IREN just laid out the brutal reality of the AI infrastructure buildout. He noted we are still in the dial up era of AI. The ultimate choke point is power. It requires steel, concrete, and years of physical construction. Starting a gigawatt AI factory today means you will not see the first compute online until the 2030s. It takes 18 to 24 months just to get a utility company to confirm if a piece of land even has power access. The market is pricing in rapid software scaling, but the physical bottlenecks are severe and unavoidable. The capital moving into power generation and data center infrastructure is a multi year trend. It’s not a sprint it’s a marathon.

Patient Investor

176,637 Aufrufe • vor 5 Monaten

Chips are the foundation of every AI experience. That's why understanding the hardware behind the software has never mattered more. When you ask a chatbot a question or generate an image, there's a physical chip somewhere doing the heavy lifting. For most of computing history, that was a CPU—the "brain" of a computer—great for general tasks needed to run software and operating systems. AI is more complex: for workloads called training and inference, AI needs to perform trillions of calculations in parallel. That's where AI accelerators come in. Purpose-built accelerators can deliver significantly better performance and efficiency than general-purpose chips. Amazon Web Services Trainium chips are an example—purpose-built for AI training and inference. New chips for a new era. ⬇️
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Chips are the foundation of every AI experience. That's why understanding the hardware behind the software has never mattered more. When you ask a chatbot a question or generate an image, there's a physical chip somewhere doing the heavy lifting. For most of computing history, that was a CPU—the "brain" of a computer—great for general tasks needed to run software and operating systems. AI is more complex: for workloads called training and inference, AI needs to perform trillions of calculations in parallel. That's where AI accelerators come in. Purpose-built accelerators can deliver significantly better performance and efficiency than general-purpose chips. Amazon Web Services Trainium chips are an example—purpose-built for AI training and inference. New chips for a new era. ⬇️

Amazon

27,151 Aufrufe • vor 5 Monaten

Bitzero is a power, permit, and land company. What they've done is search the globe looking for the lowest cost of power, sustainable electric power, some nuclear power, sub six cents a kilowatt hour. You can mine bitcoin on their land or you can do Ethereum, or you can build a data center. Everybody in AI has to have power, land, permits, and water. BitZero has them. It's an infrastructure play and I find a lot less risky than figuring out who's going to win in AI. Everybody needs what BitZero has, power.
1:11

Bitzero is a power, permit, and land company. What they've done is search the globe looking for the lowest cost of power, sustainable electric power, some nuclear power, sub six cents a kilowatt hour. You can mine bitcoin on their land or you can do Ethereum, or you can build a data center. Everybody in AI has to have power, land, permits, and water. BitZero has them. It's an infrastructure play and I find a lot less risky than figuring out who's going to win in AI. Everybody needs what BitZero has, power.

Kevin O'Leary aka Mr. Wonderful

18,648 Aufrufe • vor 11 Monaten

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”
4:51

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

251,096 Aufrufe • vor 3 Monaten