Nick Del Deo

Nick Del Deo, a digital infrastructure analyst at MoffettNathanson, joins to shed light on the booming data center industry. He explains the transition to private markets and contrasts business models of major players like Digital Realty and Equinix. The discussion dives into the impact of AI on data center economics, revealing how power constraints interplay with explosive demand. Del Deo also explores CoreWeave's rapid ascent, repurposing of crypto sites for AI, and the challenges of building infrastructure amid tight power supplies.