Infra Boom: The $1.3 Trillion Data-Center Gold Rush // REPOST episode artwork

EPISODE · Sep 23, 2025 · 42 MIN

Infra Boom: The $1.3 Trillion Data-Center Gold Rush // REPOST

from A Beginner's Guide to AI

Lisa Weaver-Lambert returns to unpack the trillion-dollar surge in digital infrastructure—and turns the idea of “boring” data centers on its head. She breaks down why global private infrastructure now tops $1.3 trillion, how Europe rockets from 6 % to 30 % of data-center investment, and why 15-to-20-year hyperscale leases create gold-rush conditions for real-estate giants like Blackstone. We dive into power-hungry GPUs, three-year hardware refresh cycles, and the paradox of using AI to design the very facilities that run AI. From modular builds in Norway that heat greenhouses to Sam Altman’s audacious $500 billion “Stargate” project, this episode is your fast-moving guide to where money, megawatts, and machine learning collide.Want to know more? Connect to Lisa on LinkedIn 🚀And get her book THE AI VALUE PLAYBOOK with 20% off on print and digital with using my code: 20DIETMARYou can order the book here at Packt (or whereever you buy your books - but then without 20% rebate 😉)---Tune in to get my thoughts, don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscribe to our Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠beginnersguide.nlMusic credit: "Modern Situations" by Unicorn Heads Hosted on Acast. See acast.com/privacy for more information.

Lisa Weaver-Lambert returns to unpack the trillion-dollar surge in digital infrastructure—and turns the idea of “boring” data centers on its head. She breaks down why global private infrastructure now tops $1.3 trillion, how Europe rockets from 6 % to 30 % of data-center investment, and why 15-to-20-year hyperscale leases create gold-rush conditions for real-estate giants like Blackstone. We dive into power-hungry GPUs, three-year hardware refresh cycles, and the paradox of using AI to design the very facilities that run AI. From modular builds in Norway that heat greenhouses to Sam Altman’s audacious $500 billion “Stargate” project, this episode is your fast-moving guide to where money, megawatts, and machine learning collide.Want to know more? Connect to Lisa on LinkedIn 🚀And get her book THE AI VALUE PLAYBOOK with 20% off on print and digital with using my code: 20DIETMARYou can order the book here at Packt (or whereever you buy your books - but then without 20% rebate 😉)---Tune in to get my thoughts, don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscribe to our Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠beginnersguide.nlMusic credit: "Modern Situations" by Unicorn Heads Hosted on Acast. See acast.com/privacy for more information.

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Infra Boom: The $1.3 Trillion Data-Center Gold Rush // REPOST

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This episode was published on September 23, 2025.

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Lisa Weaver-Lambert returns to unpack the trillion-dollar surge in digital infrastructure—and turns the idea of “boring” data centers on its head. She breaks down why global private infrastructure now tops $1.3 trillion, how Europe rockets from 6 %...

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