David Cahn, a Partner at Sequoia Capital and former COO at Coatue, discusses game-changing topics around AI and data centers. He dives into the $600BN question impacting AI's future, examining the capital investments required from tech giants. Cahn argues that data centers are crucial assets, highlighting the interplay of servers, steel, and power as foundational pillars for AI's growth. He also shares that the biggest opportunities lie in building out infrastructure, emphasizing the strategic dynamics amid supply chain challenges and competitive threats.