Data Center
Discussion focused on data centers as critical AI infrastructure but constrained by power, permitting and local politics. Ben Pouladian described growing community backlash and slow US build-out, while arguing that power-rich countries such as Australia could capture projects and jobs; Jack Farley questioned whether expected capacity additions should be marked down. 6 Other items pointed to strong commercial and policy momentum, including major proposed valuations, acquisitions, IPO prospects, power-supply discussions and the UK government’s call for faster construction. 23891112
From the window to Oct 6, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
29 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 23 mentions
- Walter Bloomberg 2 mentions
- Robin Wigglesworth 1 mention
- Ben Carlson 1 mention
- Ed Zitron 1 mention
- Peter Berezin 1 mention
- Tracy Shuchart (𝒞𝒽𝒾 ) 1 mention
See what your own voices say about Data Center, every morning.
Start a desk