The AI Series: The Data Center Buildout

The AI Series: The Data Center Buildout

September 1, 2026 · 1h 6m · Episode 293

About this episode

The episode discusses the data center boom with insights from ConstructConnect Chief Economist Michael Guckes.

Continuing the AI series, the Inside Economics team talks with ConstructConnect Chief Economist Michael Guckes about the data center boom. Michael’s granular view of the buildout sheds light on both the opportunities and risks, including whether financing has outpaced construction and whether cheaper AI models could leave some premium data centers stranded. And as a bonus, he has some thoughts on construction in Area 51.

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