The AIDC Debate podcast

Are We Building Enough Data Centers?

03/09/2026
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ARTICLE

Six Things to Know About BNEF's New US Data Center Capacity Outlook

The conversation with Mark Daly from Bloomberg NEF covers concrete Data Center build-out trends and behind-the-meter power generation. It delves into the challenges of AI Data Center construction, the useful life of equipment, flexibility in grid connection, the global pipeline, development in Europe, and community engagement in the Data Center industry. It also explores the research on the Data Center power problem and the US Data Center forecast, as well as the potential for Data Center development in Southern Europe.

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