Stephanie Link

speaker
1,013 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Stephanie Link’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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He is a rock star.
He's a winner.
When he went to Vertiv, I'm like, I have to own that somehow, some way.
So to put it into context, though, I mean, the cooling systems and the stuff that goes inside the data centers, because again, this is a huge theme too.
It's, if you want to build a one gigawatt data center,
you need 500 acres of land, by law, and you need the box.
Okay, that costs $3 billion.
You have to put stuff inside that box, meaning the cooling systems.
I love that you're explaining to me like I'm five.
Because I can only understand it that way.
But you need the cooling systems, you need the transformers, you need the wiring, you need the semiconductor chips, you need software.
All of that costs $40 billion.
Okay.
So you're talking about one data center to build out costing over $40 billion.
So this goes right back to where we started with these big tech companies.
Why are they spending $800 billion?
Because it costs so much for just one data center, and we have only 11,400 data centers in the world, and we need 30,000 by the end of 2030.
We're not going to get there.
It takes three years to build a data center, too.
And the CEO of NVIDIA calls it the five-layer cake.
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