Andrew Feldman

speaker

3,964 appearances 10 recordings 6 series first heard Jan 2026 last heard 10 Jul

Andrew Feldman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in May 2026 with 4.

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And right now for large deployments, the limiting constraint is how much power can be delivered.

So by talking about how much power is delivered, you're talking in the unit of the limiting constraint.

And so the limiting constraint is power.

We're trying to find this huge amount of power for open AI.

It'll be delivered over several years.

And you're responsible for the power as well, or is that like a joint effort?

So it's a cloud deal.

Oh, so they're utilizing your cloud, so you've got to do all this work.

We are building the cloud infrastructure for it.

So the cheapest power in the world is hydro, without question.

After that is natural gas.

And so where places have natural gas, you have an abundance of relatively low cost power.

Which is Texas.

West Texas, Wyoming.

Outside the US, in the Caribbean, in Guyana, you have a huge amount of natural gas.

You do.

You have geothermal, which is its own thing in the Nordics.

But natural gas is a very inexpensive way.

particularly if it's coming as a byproduct from petroleum mining, where what you have is, it used to be what's called flare-off gas.

They used to just throw it away.

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