​Ripple Hosts

​Burhan Pisavadi

​PT1

​Caie Kelley

​Lowercarbon Capital

​TL;DR

​Data centres are on everyone’s mind right now. But are we paying too much attention? There’s a lot of other industries to electrify. Are we right to focus on data centres? Do they get too little or too much attention?

​Topic overview

​Why is the topic relevant?

​Data centres and their increased demand from AI is one of the biggest topics in the news. CoreWeave’s IPO, Nvidia topping the markets, OpenAI raising another 40b…

​What’s up for discussion?

• ​are we underestimating efficiency gains reducing the global reliance on data centres (better chip design, better code, better utilisation, better models (in an LLM context looking at deepseek, quantization, distillation etc), or even a shift in processing to the edge))?

• ​how does global electricity demand change post electrified economy, and do data centres then represent a major piece of the pie?

• ​is the venture investment going into this space a distraction from the thornier climate problems?

​Dream outcome

​A group of great investors, founders, operators and others honestly talking about this space and getting out some real truths behind hype and false assumptions.

​Who’s it for?

• ​Investors looking at data centres

• ​Startups positioning themselves to build/ manage/ operate/ enhance data centres

• ​People adjacent in the value chain (working on cooling systems, chips, model quantisation, energy demand modelling)