$1T data centers in the US today
The US currently has approximately $1 trillion of data center infrastructure, with plans to add $3–4 trillion more in the next 5 years.
Snapshot · The a16z Show
Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
Explore episode
Jul 14, 2026
Where this was said
Event Intro: Setting the Stage at Runtime Conference
At 2:46 · chapter starts 1:13
A narrator bridges the cold open to the live event context, identifying this conversation as part of a16z's Runtime conference on AI infrastructure and the future of computing. The emcee then steps in with a provocative setup: AI is supposedly the biggest trend in the world, so why is there so little evidence of it in the broader economy — and as Andrej Karpathy provocatively asked, are agents just ghosts? Gavin Baker is introduced as Atreides Management's CIO and the person many turn to when they want an honest read on major AI news developments. David George, general partner at a16z, joins him on stage.
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