Continuing the AI series, the Inside Economics team talks with ConstructConnect Chief Economist Michael Guckes about the data center boom. Michael’s granular view of the buildout sheds light on both the opportunities and risks, including whether financing has outpaced construction and whether cheaper AI models could leave some premium data centers stranded. And as a bonus, he has some thoughts on construction in Area 51.

Guest: Michael Buckes, Chief Economist, ConstructConnect

View our latest articles and research on AI- https://www.economy.com/ai-insight-hub

Hosts: Mark Zandi – Chief Economist, Moody’s Analytics, Cris deRitis – Deputy Chief Economist, Moody’s Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody’s Analytics

Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn

Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you.

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