On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead.
00:00 - Intro
01:19 - Private Markets vs Public Markets
02:07 - Data Centers Explained
11:03 - Digital Realty & Equinix
33:51 - CoreWeave
46:25 - The Power Industry
51:20 - Fiber Operators
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