Infra Boom: Lisa Weaver-Lambert Maps the $1.3 Trillion Data-Center Gold Rush

Lisa Weaver-Lambert returns to unpack the trillion-dollar surge in digital infrastructure—and turns the idea of “boring” data centers on its head.

She breaks down why global private infrastructure now tops $1.3 trillion, how Europe rockets from 6 % to 30 % of data-center investment, and why 15-to-20-year hyperscale leases create gold-rush conditions for real-estate giants like Blackstone.

We dive into power-hungry GPUs, three-year hardware refresh cycles, and the paradox of using AI to design the very facilities that run AI.

From modular builds in Norway that heat greenhouses to Sam Altman’s audacious $500 billion “Stargate” project, this episode is your fast-moving guide to where money, megawatts, and machine learning collide.

Want to know more? Connect to Lisa on LinkedIn 🚀

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