Sam Hammond

speaker

58 appearances 1 recordings 1 series first heard Aug 2025 last heard Aug 2025

Sam Hammond’s voice in public audio — every appearance, attributed to the second.

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Thanks for having me on, Dave.

Yeah, so with AI, I mean, the race is on.

You know, this year so far, data center build-outs has comprised 2% or two quarters of US GDP.

We've been spending more on data centers this year than we have on all consumer spending.

So you can see the infrastructure buildup is underway.

And this is because, ultimately, these AI systems require only a handful of inputs.

They require the data, the training data.

They require the energy.

And they require the hardware, these data centers, these chips.

And on data and energy, China has a speed or at least a parity, right?

So they added 400 gigawatts of energy to their grid last year.

Ours is flatlined.

You know, the Trump administration is making valiant efforts to try to break that gridlock and put more energy on the grid.

But fundamentally, our advantage comes down to these chips.

And the question is, who gets them, right?

Because these systems are going to get increasingly powerful over the coming years.

And every chip that we export to China or abroad is essentially exporting a labor.

It's exporting a future genius that we could use in our own country.

I hope so.

I mean, there's different pieces to this.

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