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Patti Poppe

๐Ÿ‘ค Speaker
14 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

As we grow demand on the grid, we can actually lower the unit cost for every customer.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

So more kilowatts share the use of the grid, every kilowatt cost less.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Somebody has to pay for it.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

They have to pay for it.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

But their utilization of the grid actually makes it more affordable for everyone else.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

I do think this problem is quite simple.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

There's a lot of talk about, does building out data center infrastructure raise costs for everyone?

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

Not when you, number one, price it right.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

And two, we haven't grown load on our grid in decades.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

This new demand actually will fund the rebuilding of an aged infrastructure.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

We actually need these data centers and their new revenue.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

The part that people don't talk about, they talk about the cost to build the infrastructure.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

They forget about the revenue that comes with that infrastructure.

Bloomberg Tech
Musk Empire Merger Possibility, Memory Costs Weigh on Apple

And that revenue then funds the rebuilding of the grid, not only for that location, but more broadly.