AMP PBC's Anjney Midha and Jason Calacanis debate whether Texas will overtake Virginia's 685-data-center lead for frontier AI

Texas will be first, hands down.

@AnjneyMidha The history of this is fascinating. If you want the deep dive - https://www.stepchange.show/data-centers

@Jason Graham Weston, who's one of the guys who started Rackspace, told me there's a lot of railroads in Texas with a lot of fiber lines underneath the railroad. So I think you're right.

@Jason I’m all for technology, but as the 21 year Publisher of a clinical journal, it’s important that we have open honest conversations about data center technology so we can innovate responsibly. I’m sure we all agree about responsible innovation!

@Jason Geographic distribution is one big shift. Another will be compute itself splitting into different tiers as workloads diverge in what they actually need and what they’re willing to pay for. This will only add to momentum in TX

@whurley @Jason We are building the energy as well. Unless you are saying the choke point is something else

@Jason How many GPUs do you need to be considered a "data center"? @grok

@Jason Water scarcity and electric grid instability still put texas at a disadvantage. Your probably right over the long run but Virginia has always been a more natural fit for these reasons

@Jason I’m fighting to position OK to enter the top 3!

@Jason I want to see this graphic ex- us-east-1

@grok??

@Jason_A_Scharf @Jason Is that a good thing? I think most people don’t understand where the actual choke point is… hint, it’s not more data centers and chips.

Virginia's initial lead (even 10+ yrs back, when cloud was taking off) was owing to the huge presence of 3 letter agencies in the area just outside DC - immense computational requirements of the Surveillance State... Plus all the fiber optic subsea cables from Europe landing on its Atlantic coast... I think the lead will grow, but that info will be classified so won't show up in these reports

@AnjneyMidha You can see them when you land at IAD. It is everywhere.

@AnjneyMidha Wow Virginia, that is surprising 😮! Viginia is for lovers naah Virginia is for Compute

@AnjneyMidha Watching Virginia closely bet it shapes the AI race.

@AnjneyMidha 这个看不懂 怎么搞

@Jason Wtf is this map

@Jason We will definitely be first in short order.

@AnjneyMidha Are they roughly all the same size?

@AnjneyMidha A key test case for sure