Sergii Gerasymovych
π€ SpeakerAppearances Over Time
Podcast Appearances
But in reality, not always.
All of them are actually getting done.
And we haven't even seen the result of the spending from the big players in the recent two years.
I think we're going to start seeing the results of data centers and compute coming online only in the next two years.
Yes, absolutely.
Yeah, I think you're referring to the point where I got a little bit frustrating because we talked to Neocloud's providers and they say, hey, we need power.
And we need power.
But what they mean, they need actual physical data center with all cooling, electrical infrastructure, and the team ready to, say, compute.
In my world, when you need power, you just have a cable running, you know?
This is what I would think, yeah.
Right?
So normal people would think that, but the people from AI world, they would think that's going to have to be a traditional data center.
It is.
In most cases, I have to play a politician as well because I have to kind of make everyone happy.
It's a very good question.
I wouldn't say it's easy.
I think I would say it's possible.
I think it's possible.
The whole business that we run is focusing on stranded energy, on stranded assets of power, which are interconnected in the areas where there's no other usage.
For example, let's imagine that somewhere in Kansas, there should have been a manufacturing plant, an economic development department invested money in electrical infrastructure, but a manufacturing plant didn't come in.