What public figures publish and believe, in their own words.
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Top people in data centers
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19 April
23 March
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Their words
Now, the second thing is we have to build data centers that gracefully degrade.
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 5 beliefs, in the piece's order there
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Their words
um humanoid robots maybe start to or robotics at least start to but the main factor is going to be for reducing the number of people is modularizing things and making them in factories in Asia
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Their words
Yeah, I think the biggest bottleneck is compute and for that the longest lead time supply chains are not power or data centers. They're actually the semiconductor supply chain themselves, right? It switches back from being power and data center uh as a major bottleneck to chips.
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Their words
oh 50 gigawatts of economic you know sort of capex in in the data center and what gets built on top of that in terms of tokens is even larger right it might be hundred billion dollars worth of AI value into the supply chain is held up by this $1.2 two billion dollars worth of tooling that simply just cannot expand its supply chain quickly.
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korrents.com
Getting a data centre permitted in the empty middle of America is far easier than putting one in orbit.Their words
And so I think people are figuring out how to build these things and permitting like I I just like ultimately like permitting and red tape in middle of nowhere Texas or middle of nowhere Wyoming or middle of nowhere like New Mexico is probably a hell of a lot easier than sending stuff into space
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Their words
So, space data centers effectively are not li limited by, you know, hey, we have this energy advantage. It's actually just limited by the same contended resource. We can only make 200 gawatts of chips a year by the end of the decade.
22 February
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korrents.com
Third-party frontier AI auditing is urgently needed and would help prevent extreme concentration of power.Their words
I think frontier AI auditing (covering both safety and security) is both urgently needed and doable, and can help avoid extreme concentration of power, since it introduces external oversight into the decision-making of people with a "country of geniuses in a datacenter" at their disposal.
We're in Triage Mode for AI Policymilesbrundage.substack.com
13 February
From one piece Dario Amodei — “We are near the end of the exponential” 4 beliefs, in the piece's order there
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Their words
on the basic hypothesis of you know, as you put it, within 10 years we'll get to, you know, you know, what I call kind of country of geniuses in a data center. I'm at like 90% on that. Um and it's hard to go much higher than 90% cuz the world is so unpredictable.
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Their words
I actually think profitability happens when you underestimated the amount of demand you were going to get and loss happens when you overestimated the amount of demand you were going to get because you're buying the data centers ahead of time.
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Their words
but it's not an infinitely compelling product, and I don't think even AGI or powerful AI or country of geniuses in a data center will be an infinitely compelling product. It will be a compelling product enough maybe to get three or five or 10x a year growth even when you're in the hundreds of billions of dollars, which is extremely hard to do and has never been done in history before, but not infinitely fast.
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Their words
on the basic hypothesis of you know, as you put it, within 10 years we'll get to, you know, you know, what I call kind of country of geniuses in a data center. I'm at like 90% on that. Um and it's hard to go much higher than 90% cuz the world is so unpredictable.
12 February
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Their words
But then you actually sit down and do the maths, and then for most people if you just skip one burger per month, that compensates the, the CO2 output, or, like, the water use in equivalent of tokens.
10 February
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Their words
The economics of orbital “datacenters” or essentially glorified Starlink satellites with a bunch of GPUs attached are likely to be even better than Starlink.
Space AI: I guess we’re doing Moon factories nowcaseyhandmer.wordpress.com
6 February
From one piece Why I joined OpenAI 3 beliefs, in the piece's order there
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Their words
I've realized that performance engineering as we know it may not be enough - I'm thinking of new engineering methods so that we can find bigger optimizations than we have before, and find them faster.
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korrents.com
eBPF, Ftrace, and hardware performance counters are proven tools for finding datacenter performance wins.Their words
given those technologies are proven for finding datacenter performance wins, it seems likely
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korrents.com
AI datacenter growth makes performance engineering critical for saving the planet, not just cutting costs.Their words
The staggering and fast-growing cost of AI datacenters is a call for performance engineering like no other in history; it's not just about saving costs - it's about saving the planet.
8 December 2025
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Their words
On the flip side, these captive solar power plants will be curtailing approximately 75% of their generated power and will be able to provide net power on all but a few days per year.
11 October 2025
From one piece The AI water issue is fake 3 beliefs, in the piece's order there
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Their words
So AI consumes approximately 0.04% of America’s freshwater if you include onsite and offsite use, and only 0.008% if you include just the water in data centers.
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korrents.com
A data centre earns its county far more tax revenue per gallon of water than a golf course does.Their words
Data centers are so much more efficient with their water that they generate 50x as much tax revenue per unit of water used than golf courses in the county:
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Their words
It’s very common that I’m told that data centers poison the water around them.
10 October 2025
From one piece Data centers & electricity - part 1: as of 2025 they haven't raised national prices 2 beliefs, in the piece's order there
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korrents.com
The American states with the fastest electricity load growth saw prices fall rather than rise.Their words
A Lawrence Berkeley National Laboratory study found that state-level load growth from 2019 to 2024 — including growth driven by data centers, manufacturing, and electrification — was associated with lower average retail electricity prices, not higher ones.
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inflationdata centersenergyAmerica
Their words
This is the first conclusion of my deep dive: Data centers have (so far) not affected national average household electricity bills.
30 September 2025
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korrents.com
Telegram has never shared a single private message with anyone, governments and intelligence services included.Their words
No, never. Telegram has never shared a single private message with anyone, including governments and intelligence services. If you try to access any server in any of the data center locations, it's all encrypted.
30 August 2025
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korrents.com
American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw.Their words, before
Taking this into account, actual water consumed by data centers is around 66 million gallons per day.
Their words now
So to wrap up, I misread the Berkeley Report and significantly underestimated US data center water consumption.
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Their words
However, the methods used to produce these estimates are debatable, and seem to have been chosen to give the maximum possible value for data center water consumption.
I Was Wrong About Data Center Water Consumptionconstruction-physics.com
15 August 2025
From one piece China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer 3 beliefs, in the piece's order there
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Their words
We're not going to run out of natural gas at 1 gawatt per year indefinitely. Okay, what if we're doing 5 gawatts per year? What if we're doing 50 gawatts per year? What if we're doing 100 gawatt per year? Like, you can you can just break the situation.
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Their words
actually it turns out that you can significantly decrease power consumption with a very small reduction in overall compute. So if you if you've got like three really bad days in a row or something, you can actually just like you can dial back your power usage quite a lot without compromising your inference or or um or training.
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Their words
But then all you need to connect that to the outside world is like an optical fiber, right? An optical fiber cable which you can string up on poles, you can run underground, you could even use microwave links if you really wanted to.
6 May 2025
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Their words
Unless you’re an extreme power user, asking AI questions every day is still a rounding error on your total electricity footprint.
What's the carbon footprint of using ChatGPT?hannahritchie.substack.com
13 January 2025
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korrents.com
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.Their words
In today’s world, I think the increase in self-fulfilling asset prices will be due to power and data centers.
31 December 2024
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Their words
There’s still plenty to worry about with respect to the environmental impact of the great AI datacenter buildout, but a lot of the concerns over the energy cost of individual prompts are no longer credible.
10 June 2024
From one piece How to Build an AI Data Center 4 beliefs, in the piece's order there
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Their words
But many of these gains have already been achieved: the best data centers already use just 10% of their electricity for cooling and other non-IT equipment.
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korrents.com
Available power, not land or capital, is what now limits how many data centres get built.Their words
In particular, operating a data center requires large amounts of electricity, and available power is fast becoming the binding constraint on data center construction.
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Their words
But there's also reason to believe that data center power consumption will nevertheless rise substantially.
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Their words
Utility companies see major electrical infrastructure as a long-term investment to be built in response to sustained demand growth.
18 April 2024
From one piece How to Make Off Grid Data Centers Affordable 5 beliefs, in the piece's order there
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Their words
The cooling systems in most data centers are energy hogs and contribute no direct value.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
Efforts to improve efficiency and remove vestigial features pay off handsomely.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
Deleting the UPSs could knock off ~$750/kW after considering equipment, installation, and square footage reduction.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
The 100-megawatt facility might have ten 10-megawatt blocks served directly by a 1500V DC feeder line without connections to other blocks that would require extra switches and routing.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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Their words
Some efforts, like nuclear-powered data centers, are reminiscent of Toyota's hydrogen push.
How to Make Off Grid Data Centers Affordableaustinvernon.site
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