Tim Stenovec
speaker
1,732 appearances
25 recordings
2 series
first heard Aug 2025
last heard 30 Mar
Tim Stenovec’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in Jan 2026 with 10.
Appearances
Still, the company on track to meet average analyst estimates of 16% sales in the current quarter.
And Nvidia's Jensen Wang remains optimistic about the AI demand, asking TSMC for more chip supplies.
Speaking to reporters in Taiwan, Wang said, quote, the business is very strong and it's growing month by month, stronger and stronger.
Welcome back to Bloomberg Tech.
Power constraints are slowing parts of Silicon Valley's AI expansion, with two proposed data centers in Santa Clara facing potential delays due to limited utility capacity.
But just south, in San Jose, Prologis has won approval to develop new data centers and manufacturing facilities with a vision that includes five electric substations for power.
For more, we're joined by San Joseer Matt Mahan.
Matt, good to have you on the program today.
The first question I have is really about why San Jose is a good place for facility like this.
This is some of the most expensive real estate, some of the most expensive housing in the entire United States.
Why San Jose?
Well, we're in a really fortunate position in San Jose to have two gigawatts of new power coming online over the next four years.
We're the only city in California with that kind of new load capacity.
And this particular location is really unique.
It's up in North San Jose next to 237, a large freeway here, right next to our wastewater treatment facility, which means access to ample recycled water at a reasonable rate.
as well as one of those new transmission lines coming into the city of San Jose.
So as you mentioned, while the rest of Silicon Valley, which is largely built out, is having to turn data center projects away, we've just said yes to Prologis' proposal to put 400 megawatts worth
data centers right here in the heart of Silicon Valley.
We think it's a really exciting opportunity in terms of economic competitiveness, job growth, tax base.
And those infrastructure pieces are right there in place to facilitate it.
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