20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron

Harry Stebbings interviews Thomas Sohmers, co-founder of Positron AI, which recently raised $875M at a $5B valuation to build inference-optimized chips. Sohmers argues that the current AI hardware stack is mis-aligned, with inference running on training hardware, and that token costs will plummet by 2028. He makes the provocative claim that anti-data-centre sentiment is a Chinese psyop, and predicts most planned data centers will never be built. The conversation also covers energy bottlenecks, chip export restrictions, and why open models threaten incumbent labs.