Topline The $7 Trillion AI Buildout Has a Problem
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Nov 30, 2025 Dive into the intriguing world of AI infrastructure and data centers! Discover alarming stats about power usage tied to AI growth. The hosts explore the tumultuous job market for go-to-market leaders and discuss the cooling private M&A landscape. Are we witnessing an industrial revolution or merely a bubble? They weigh the sustainability of AI breakthroughs, debate the efficacy of AI SDRs, and highlight hiring trends favoring younger leaders. Plus, bold predictions about future tech trends will keep you on your toes!
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Data Centers Drove 2025 GDP Spike
- 92% of U.S. GDP growth in H1 2025 was driven by AI-related data center spending.
- Without that spending, Aswath Damodaran says we'd be in a recession.
Data Center Energy Is A Major Bottleneck
- U.S. data centers are forecast to consume about 6.5% of U.S. generation in 2026.
- That electricity demand creates a major infrastructure and regulatory bottleneck for AI buildout.
One Company Could Move A Nation's Grid
- OpenAI's planned 20 GW capacity at 60% utilization would use electricity comparable to a country's annual consumption.
- That scale highlights how single players can materially affect national grids.