Groq CEO Explains the Data Centre Crisis
20VC with Harry Stebbings·2026-07-24 14:52
Everyone thinks that data centers are real estate and a lot of people do real estate. Data centers are not real estate. The common joke in the industry now is someone says, "I'm going to have, you know, 100 megawatts of capacity for you and I'm going to have it in 3 months. Are you willing to sign?" And then you ask a question like, "What's your uptime?" I don't know.Whatever the power grid is. Wait, what. Where are your generators.Oh, I haven't ordered those. I'll order them now. You know that there's a 90 ...