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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... discover new materials - ones that run cooler, conduct better, and waste less power → Nexthop AI: network switches that are 10–15% more power efficient than what's on the market → Unconventional AI: AI chips modeled after how the human brain works, targeting 100–1,000x better power efficiency → Ricursive Intelligence: AI to design chips. Today a first chip costs $100M and takes 2–3 years. They want to build in months, at a fraction of the cost → better materials → cheaper experiments → more chip designs → more efficient chips → less power → and what happens when you package all of this into a satellite and put it in orbit 🚀 As trillions of dollars of infrastructure flow into building the "AI factory", every layer of the intelligence economy is being rebuilt at once. Who are we missing? We'd love to meet if you are building somewhere on this stack.show more

Claire Zau

7,796 subscribers

53,476 views • 3 months ago •via X (Twitter)

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17 Comments

Claire Zau3 months ago

full episode and breakdown on youtube

cogsec3 months ago

@guruchahal @basepowerco super cool

Claire Zau3 months ago

@guruchahal @basepowerco thank you 🙏

Dara Miao3 months ago

@guruchahal @basepowerco so helpful i love this claire

Claire Zau3 months ago

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

Michelle Sun3 months ago

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

Claire Zau3 months ago

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

Dakshay Mehta3 months ago

@guruchahal @basepowerco Guru is awesome

Claire Zau3 months ago

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

Dakshay Mehta3 months ago

@guruchahal @basepowerco 💯💯

Max Song (🌎, 🚀 , 🌕 )3 months ago

@guruchahal @basepowerco Awesome content!!

Vatsalpandya3333 months ago

@guruchahal @basepowerco 🐐

Nirvana Labs3 months ago

@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!

Stanley Wei3 months ago

@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.

AI Mastery Guide3 months ago

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

Anjuli Pierce3 months ago

@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!

Randy Compute3 months ago

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

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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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Amazon

27,151 views • 5 months ago

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.

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 views • 11 months ago

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.”

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 views • 3 months ago