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3 quotes from 3 episodes on 20VC with Harry Stebbings, each with a timestamped link to the source.
The expanding AI inference market faces organized local pushback against new data centers. Harry Stebbings notes that current permitting delays actually stop the industry from overbuilding capacity.
Current permitting delays and regulations prevent the industry from creating a capacity glut.
“Permitting and regulation and the delayed buildout of data centers has actually helped because if I enabled you to build 10x the data centers today, it would actually create the glut.”
From Nebius's Playbook: Diversify Data Centers, Engage Communities
The top open-weight inference providers produce a combined run rate of $5 billion to $6 billion. Harry Stebbings mentioned constant shock at the expanding size of this market.
“I'm constantly shocked by like the infinite expanding size of the inference market.”
Local opposition creates an immediate barrier for AI deployment. Representative Ro Khanna plans to introduce legislation giving towns the authority to reject new data center facilities.
“Rep. Ro Khanna said he will introduce a data center bill of rights that will give local communities the right to say no to AI data centers.”
From AI Data Centers Hit NIMBY Wall: Offer Locals Cash or Face Rejection
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