The speaker says power plants, which are roughly 30-year assets, and data centers, which are roughly 15–20-year assets, must be constructed ahead of anticipated compute demand.

“And then stack on the fact that you have to build the power plants way before then slash it's a 30 year asset,”

“you stack on the fact that the data centers are, you know, 15, 20 year asset and you have to build that then too. So the 5 trillion,”