Palo Alto Networks acquired Chronosphere for $3.35B, as discussed in a Greylock Originals interview. The interview features Chronosphere co-founder Martin Mao and Greylock partner Jerry Chen.
Key points
00: 00 The decision behind the headline
01: 01 Why sell a fast growing company?
Sources
Texas Election Impact on Data Centers – 474 GW Queue, 90% Data Centers
Texas election is described as the most consequential for data centers, utilities and power this cycle. The incoming governor inherits a 474 GW interconnection queue, about 90% of which is for data centers and over five times the all-time system peak.
Key points
Interconnection queue size: 474 GW
Data center share of queue: roughly 90%
