Today we return to the subject of data centers. Are we in the midst of a huge AI bubble? And building over capacity in data centers that are destined to end up as dusty sheds in the middle of nowhere with huge power supplies attached, or are data centers the rate limiting factor and the crucial midstream of the future industrial age? Here to discuss bubbles and data centers is Eugene McGrane, Executive Managing Director at Cushman Wakefield, servicing all manner of clients with respect to real estate needs for the power and data center sectors.<br><br>For related content and to find out more about HC Group, a search firm dedicated to the energy &amp; commodities sector, visit https://www.hcgroup.global

Data Centers aren't the bubble with Eugene McGrane

The HC Commodities Podcast

Welcome to the HC Commodities Podcast, a podcast dedicated to the commodities sector and the people within it. I'm your host, Paul Chapman. This podcast is produced by HC Group, a global search firm dedicated to the commodities sector. Today we return to the subject of data centers. Are we in the midst of a huge AI bubble and building overcapacity in data centers that are destined to end up as dusty sheds in the middle of the world?

Nowhere with huge power supplies attached? Or are data centers the rate limiting factor and the crucial midstream of the future industrial age? Here to discuss bubbles and data centers is Eugene McGrane, Executive Managing Director at Cushman Wakefield, servicing all manner of clients with respect to real estate needs for the power and data center sectors. As always, you can really support the show by leaving a positive review on the platform you're listening on, and I hope you enjoy the episode. Eugene, welcome back to the show.

Well, thanks for having me. It's always a pleasure. A couple of bits of housekeeping. So firstly, this is somewhat of a part two to the episode we just did with Erikhans Kok, the senior partner at McKinsey, on sort of the big CapEx build that's going on across not only the United States, but also much of the Western economy and actually globally, of which data centers are a very big part.

So that's where we're talking. We're talking data centers themselves, in the context of are they a bubble, how challenging they are, what the demand is, and how challenging they are to implement, and sort of some of the economics and the reasons behind them.

Data Centers aren't the bubble with Eugene McGrane

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Data Centers aren't the bubble with Eugene McGrane

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.