The speaker expects global consumption of models, power, compute, networking, and storage to increase, requiring many more data centers to serve the intelligence being developed.

“Ooh, man. It's, um, again, in a world that's highly unknown and unknowable and uncertain, I kind of fall back to what are my core beliefs that I do have conviction in, and that, that is the world's gonna consume more models, world's gonna consume more power, world's gonna consume more compute, networking, and storage, and we're gonna need to build a lot more data centers to serve the intelligence we're building.”