@garrytan: A data center isn't just compute It's a financing vehicle that pulls power generation, grid, chips, and construction al…

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Summary

Garry Tan shares Packy McCormick's argument that data centers are not just compute but financing vehicles that drive development in power generation, grid, chips, and construction, and that the US should continue building them to advance adjacent industries.

A data center isn't just compute It's a financing vehicle that pulls power generation, grid, chips, and construction along with it. One buildout drags a dozen adjacent industries forward. We have to keep building.
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Cached at: 07/06/26, 08:03 AM

A data center isn’t just compute

It’s a financing vehicle that pulls power generation, grid, chips, and construction along with it. One buildout drags a dozen adjacent industries forward.

We have to keep building.

Packy McCormick (@packyM): 🇺🇸 AMERICAN DATA CENTERS 🇺🇸

Excellent piece in FT by my friend @joshzoff arguing that the US can’t treat data centers like we treated rare earths, and that data centers are a great way to finance development of a bunch of other advanced technologies (strong agree).

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