Motley Fool Money For Data Centers, Power is the New Real Estate (Literally)
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Jan 13, 2026 
Join Anders Bylund, a technology analyst at Motley Fool focused on enterprise hardware, and Dan Caplinger, a real estate investment expert, as they dive into data center dynamics. They explore the challenges of power supply and real estate in the booming data center market. The conversation highlights the risks of overbuilding and the critical role of energy solutions, including innovative methods like nuclear power. Listeners will also discover investment opportunities, from REITs to essential components in data center operations.
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Demand Still Outruns Built Capacity
- Data center demand currently outpaces existing supply and many planned facilities are not yet built.
- Building completions take years, so the market faces sustained need rather than immediate overcapacity.
Power Is The Real Bottleneck
- Energy is the bottleneck for large-scale data center growth, not just land or capital.
- Hyperscalers are securing their own power sources, including deals for modular nuclear and large energy suppliers.
Invest In Power-Backed Players
- Look beyond hyperscalers to energy providers and modular nuclear partners when seeking data center exposure.
- Consider companies like NextEra, Microsoft, and Amazon that are securing power solutions to support long-term demand.