EP 21 — ASG’s Dan Golding on CRE’s Fake Data Center Problem

Daniel Golding, Chief Technology Officer, Appleby Strategy Group warns of the “fake” data center epidemic plaguing the AI boom and explains why 90% of proposed projects will never get built. He also touches on how AI workloads have shattered traditional data center economics and why land in Ashburn, Virginia now costs $5.5 million per acre.

Chapters:
0:00 Introduction
0:28 What exactly is a fake data center
3:15 90% of proposed data centers are fake
4:25 How the donut model changed infrastructure requirements
7:35 AI's dramatic impact on power density
12:19 Why hyperscale buildouts are breaking traditional structures
17:14 Land deal that went from $20M to $500M
19:48 How GPU deployment changes commercial real estate economics
22:38 How data center operators are rethinking real estate strategy
24:56 Future growth path for hyperscale over next 3-5 years
27:15 Most overlooked aspect of site selection
28:34 The one metric that determines investment success
30:28 Should property owners try to cash in on AI infrastructure
31:49 What separates winners from losers in five years
32:34 Lightning round on renewable energy and proptech

Видео EP 21 — ASG’s Dan Golding on CRE’s Fake Data Center Problem канала Omnidian