Cities across the country are voting no on data centers and people may not know what they're actually voting on.
In this episode, Mikey Taylor and Michael Michalov break down an asset class that has recently drawn controversy. It’s not necessarily the buildings. But the power. You'll learn why a data center lease can end up looking similar to a Walgreens lease, why the same building can carry completely different risk depending on who's inside it, and why nearly $700 billion is chasing this asset. Then the conversation turns: is America's AI race the path out of our debt problem or the biggest bet we've made?
What we get into:
• Why the real estate is the lesser important part of a data center
• The three tiers of data centers and which are fought about
• Why operators are building their own power plants
• Whether AI is America's only way out of the debt burden
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