Skeptical of hyperscale buildout; growth is in sub-10MW data centers
Why the Future of AI Depends on Decentralized Cloud Platforms (Eye on AI)
“I’m extremely skeptical if we are able to move as fast as we want in the hyperscaler market, but I think we have a bigger chance to move in the second-tier market, which is the one megawatt to 10 megawatt.” — 00:20:24
Context: After citing US grid limits (~1.2TW), 14-year/$32B nuclear builds, and Nvidia failing to get more than 20MW capacity for its own data center; sub-10MW sites can run on dense solar/wind.