AI has fundamentally changed the economics of data centers. This episode explains why AI-ready capacity has become a distinct market, how GPU workloads are reshaping infrastructure, and why today’s shortages reflect power, cooling, and permitting constraints rather than market power.
Topics include:
* AI-ready versus traditional data centers
* Power density and liquid cooling
* The end of the efficiency plateau
* Why vacancy rates have collapsed
* What this means for competition policy
If you’re interested in AI, infrastructure, or antitrust economics, this episode provides the technical background behind today’s compute race.
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