Anissa Gardizy: The AI Data Center Gold Rush | SVIC Podcast #29

Anissa Gardizy is a reporter at The Information, which is the leading publication high-powered technology executives and founders read every day. She has also worked at the Boston Globe. She's joining us to talk about the various supercomputers and data centers that Elon Musk, Sam Altman, and Satya Nadella are trying to build. We just released an exclusive episode on the companies that Nvidia works with and which ones stand to gain during the rise of AI. Head to patreon.com/svic to check it out We are looking for more sponsors, reach out to [email protected] if you would like to support the show. Show hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more. 🚀Youtube and Patreon supporters: We invited Christa Laser to join us to talk about OpenAI's current legal issues. You can find the full episode at patreon.com/svic . The episode is hosted on patreon AND Youtube. 👉DON'T MISS THE CONVERSATION! Gain entry to our exclusive Discord community by becoming a Youtube Channel member or patreon.com/svic supporter to access exclusive episodes, insider updates, and be part of a vibrant group where learning meets laughter 🎙️Don't Miss Our Live Streams Every Monday, Tuesday, & Wednesday From 11am to 12pm PST/ Chapters 00:00 Introduction and Background 01:19 The Importance of Breaking News and New Information 03:00 Challenges in Sourcing Talent for Data Centers 04:00 Power Constraints in Data Center Expansion 05:38 The Role of Real Estate in Data Center Construction 07:42 Latency and Interconnectivity in Data Centers 08:02 Anissa's Background in Journalism 08:54 Misconceptions and Underreported Areas in Cloud Computing 09:24 Constraints and Challenges in Cloud Computing 10:00 Investment in Energy and Nuclear Power 11:47 Power as a Must-Do for Data Center Expansions 12:09 The Relationship Between Power and Data Centers 13:06 State Perspectives on Data Centers 14:21 Data Centers' Role in the Digital Economy 19:36 The Work of a Journalist: Building Relationships and Investigating 22:49 Verification and the Importance of Firsthand Information 23:30 Open to Tips and Information