AI is Now Shovel Ready

David Cahn’s article discusses the imminent boom in data center construction driven by AI, predicting 2025 as the "Year of the Data Center." The piece outlines several significant trends: an expected transformation in energy sectors through new solar, battery, and nuclear projects; potential operational challenges for hyperscalers; and the economic boon for industries like steel, energy, and construction. Major tech companies such as Amazon, Microsoft, Google, and Meta have committed massive investments into new data centers, though this will strain existing power grids and supply chains. As AI progresses from hype to industrial-scale implementation, both anticipated challenges and opportunities will shape the tech and energy landscapes.

Opens on Sequoia Capital