data center construction
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 6, 2025 by Eiso Kant · across every show →
Everything said about data center construction, oldest first
Nov 6, 2025
Kant: Large-scale data center construction is concentrated among very few players
“What was particularly interesting to learn about the infrastructure space over time is that it's an incredibly small world. Everybody knows each other. It makes tech feel like a big world, right? The construction of data centers at scale has really only been d…”