AI Data Centers: Boom, Bottlenecks and Backlash

Podcast: The Decisive Podcast: Insights and analysis to empower confident decision-making. · S&P Global Market Intelligence

Opublikowano: 2026-10-17

Data centers have become one of the most visible symbols of the global AI investment boom. But turning ambitious plans into operational capacity will depend on far more than demand for computing power. In this episode of The Decisive, host Kristen Hallam speaks with three S&P Global Market Intelligence experts about the economic, construction, policy and security risks shaping the expansion of AI infrastructure. Jeannine Cataldi, associate director for Construction, examines the practical constraints facing data center projects, including access to power, water, land, critical materials and skilled labor. She explains how rising costs, regulatory scrutiny...