Opposition to data centers in the United States
Subject in Technology
Opposition to data centers in the United States has come up in 1 episode across 1 podcast in TMT, including All-In with Chamath, Jason, Sacks & Friedberg. 4 people have made recorded remarks about it.
What people said
Chamath PalihapitiyaSri Lankan-born Canadian-American venture capitalist, founder of Social Capital and co-host of the All-In podcast
Palihapitiya reports that Google took over a Crusoe data center, illustrating hyperscalers absorbing renters.
“Google just took over a Crusoe data center. They co-opted the renter”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 1:11:40
Palihapitiya argues a data center slowdown would benefit hyperscalers that already have capacity.
“I think what it means is we're going to see a slowdown. And I think what that does is it benefits the hyperscalers because they have existing capacity”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 55:38
David SacksInvestor and Trump administration AI adviser, longtime friend of Thiel
- Prediction · due Dec 2028
Sacks predicts the data center pipeline will be closed or significantly reduced by 2028.
“But I think by 2028, I would expect that the pipeline will either be closed or significantly reduced”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 1:22:53
- Prediction · due Dec 2027
Sacks predicts fully permitted data center projects will be completed in 2027.
“My base case is that the projects that are fully permitted will get done in 2027”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 1:16:44
Jason CalacanisAmerican angel investor, founder of the venture firm Launch, and moderator of the All-In podcast
- Prediction · due Nov 2028
Calacanis predicts offshore data centers will be the dominant trend over the next two years.
“So offshore data centers will be the trend of the next two years”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 1:12:45
David FriedbergAmerican entrepreneur and podcaster
Friedberg predicts the government will regulate AI via compute, treating data centers as utilities.
“I think the data centers end up being treated like utilities”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 43:36
Predictions
- Prediction · due Nov 2028Jason Calacanis
Calacanis predicts offshore data centers will be the dominant trend over the next two years.
“So offshore data centers will be the trend of the next two years”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 1:12:45 · Opposition to data centers in the United States
- Prediction · due Dec 2028David Sacks
Sacks predicts the data center pipeline will be closed or significantly reduced by 2028.
“But I think by 2028, I would expect that the pipeline will either be closed or significantly reduced”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 1:22:53 · Opposition to data centers in the United States
- Prediction · due Dec 2027David Sacks
Sacks predicts fully permitted data center projects will be completed in 2027.
“My base case is that the projects that are fully permitted will get done in 2027”
All-In with Chamath, Jason, Sacks & Friedberg: Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for Trump (Nov 7, 2026) · Listen from 1:16:44 · Opposition to data centers in the United States
Podcasts
- All-In with Chamath, Jason, Sacks & Friedberg · 1 episode
Episodes
Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What's Next for TrumpAll-In with Chamath, Jason, Sacks & Friedberg · Nov 7, 2026 · 1 h 33 min
The All-In hosts dissect the Republicans' 2026 midterm collapse, Trump's path forward, a $4 trillion AI stock sell-off over data center fears, and OpenAI's exponential time hypothesis result.