AI Data Centers: What Gets Built—and Where

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

Opublikowano: 2026-10-24

AI and cloud computing are fueling a global wave of data center construction. But investment plans alone won't deliver operating capacity. Where can developers secure the power, water, permits and community support needed to bring projects online? Our previous episode explored the AI data center expansion through three lenses: its contribution to US economic growth, the constraints on construction, and Europe's policy and security risks. This episode takes a deeper dive into construction, moving from that broader investment and risk picture to a closer look at regional building trends, project delivery challenges and developers' responses. Host Kristen Hallam...