By Yahoo Finance Video
Publication Date: 2026-10-21 11:36:00
00:00 Speaker A
DGX pod, an AI factory in a shipping container. Is that a fair sort of representation of it?
00:04 Speaker A
You know, it’s it’s fascinating because it gets at the supply chain, but it also gets at this financing question that’s been sort of rattling the AI trade over the last few weeks, especially the neo clouds. So, if you can give lenders essentially more certainty about what a data center costs and when it starts earning money, when it comes online,
00:22 Speaker B
Mhm.
00:23 Speaker A
Do you think that makes it easier to finance?
00:25 Speaker B
This is going to make it way easier. Let me tell you why. So, a gigawatt of data center is like $50 billion. And that $50 billion from the moment that we ship the technology components, it goes through an OEM, those computer computers land at a data center, from that point to operationalizing could be four to six months.
00:41 Speaker B
And during that four to six months, you’re wiring these computers up, you’re getting them all booted, and and so what if we were to do some of the manufacturing of that in the supply chain.
00:52 Speaker B
The advantage is that you might be able to shorten that four to six months to maybe three to four months or take three to four months out of it. And uh as a result of that, your time to revenues is going to be accelerated, but also that idle cash, because you had to pay for it, that idle cash would…
