Brent Nelson on Equity: which data centers actually get built

The episode frames the data center boom as running into real-world obstacles: local opposition, permitting delays and a scramble for electricity. The discussion's starting point is more basic, though — many of the projects being announced may never be built at all.

With billions of dollars in AI infrastructure investment at stake, the hosts and guest focus on how to separate realistic projects from speculative ones. Brent Nelson, senior managing director of markets and strategy at Ascend Analytics, joins Rebecca Bellan and Tim De Chant to draw that line.