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Brendan Wallace: The AI data center boom could outsize the entire U.S. economy
CNBC Televisionยท2025-11-12 15:15

We were talking before about my concerns about data centers as an real estate asset class and you had an interesting theory. >> I was trying to trace all these pretty Byzantine and somewhat incestuous commitments that are happening between the large tech companies between the digital infrastructure providers and it's actually very hard to trace who's going to ultimately pay for it all but ultimately it has to be paid for in the economy. If you looked at the amount of AI compute that would be required to fil ...