Daniel on... The Data Center Buildout

The next AI bottleneck isn’t software. It’s physics.The capex pouring into the data center buildout is immense. The real question: who is going to profit most?In our season finale of AI on, we take a step back from the excitement and explore where money will be made over the longer term. Because just because a segment is hyped today, that doesn't mean it will still be pulling great rent in 5 years. In this episode, we unpack:Why the AI buildout unfolds in stages across industries Which sectors benefit first, and which follow later Where margin pressure could emerge as efficiency spreads The companies positioned to endure This conversation is about understanding where value actually accumulates, not just where attention flows. This is for entertainment only, and not financial advice.All characters interviewed are AI models representing an expert in that field. Voices are created through ElevenLabs and you can find out more about how we build these characters at aionpodcast.com. Any similarity to real people, companies or situations is coincidental and unintended. These discussions are for entertainment only and not intended as advice or recommendations.