Data center delivery shortfall 54%
Analysts at Janus Henderson estimate only 84 of the promised 157 gigawatts of data center capacity will be delivered by 2030 — just 54% of commitments.
Snapshot · This Week in Tech (Audio)
TWiT 1087: Evil is the Root of All Money - Could Local AI Laptops Compete With Data Center Giants?
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Jun 8, 2026
Where this was said
Data Center Arms Race: Overbuild, Power Shortages & Suburban Backyards
At 9:51 · chapter starts 7:50
With hundreds of billions flowing into data centers, Leo asks the inevitable question: are we overbuilding? Fr. Robert Ballecer draws a stark contrast with the fiber overbuild of the early 2000s: dark fiber could be lit for pennies on the dollar by the next generation of buyers, but data centers full of obsolete NVIDIA chips cannot. xAI's entire $20 billion Colossus cluster is already a generation behind Vera Rubin [1] — Leo Laporte "Data center delivery shortfall 54%: Analysts at Janus Henderson estimate only 84 of the promised 157 gigawatts of data center capacity will…" 09:51 . The power constraint problem compounds everything — most data center plans are stalling because they simply cannot get grid connections. Janus Henderson analysts put hard numbers on the shortfall: of 157 gigawatts promised by 2030, only 84 are expected to arrive — 54% delivery. Briefly, the conversation touches on Pulte Homes' proposal to install mini data centers in suburban backyards, which the panel quickly dismantles on bandwidth physics: NVIDIA's Vera Rubin interconnect runs at 1.6 petabytes per second, versus residential fiber's 10 gigabits.
Anthropic's Self-Improvement Claim: Claude Now Writes 80% of Its Own Code
Anthropic says more than 80% of code merged into its codebase is now written by Claude, up from single digits in early 2025. Claude's success rate on open-ended problems jumped from under 20% to over 70% in months. The panel debates whether this is genuine recursive self-improvement or a carefully timed IPO narrative.
Claude code output up 8x per quarter
Anthropic engineers shipped 8 times as much code per quarter in 2025 as they did in 2021, with the sharpest jump driven by the Mythos model.
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