Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos

The 2027 data center build-out is accelerating toward 50 gigawatts, driven by modular construction techniques that significantly reduce deployment timelines. Despite public skepticism and claims that moratoriums and power shortages will hinder progress, granular, site-by-site analysis confirms that construction remains robust. While current market conditions favor chip availability over data center capacity, the rapid adoption of modular designs allows developers to bypass traditional labor and infrastructure bottlenecks. The forecast relies on tracking early-stage indicators like ground-breaking permits and pre-leasing activity, which remain strong. Although chip supply currently exceeds data center capacity, the industry faces a potential risk of data center oversupply by 2028 as infrastructure deployment scales. This analysis underscores the necessity of rigorous, bottom-up data collection to accurately predict the trajectory of AI-driven infrastructure expansion, countering speculative narratives that lack an empirical foundation.