Navigating the Data Center Bubble

This chapter explores the potential bubble in data center construction, spurred by a tech leader's commentary on the sustainability of rapid infrastructure expansion amid AI advancements. It delves into private equity's burgeoning interest in data centers, significant industry investments, and underlying concerns about overinvestment. The discussion also addresses the broader implications of market dynamics, geopolitical factors, and the current U.S. economic climate affecting investment strategies in the tech sector.