There are many current challenges facing the data center industry, including power and water scarcity, among others, and we are approaching a critical inflection point, where demand is outpacing supply. Several predictions suggest we could find ourselves well short of the necessary energy supply for data centers by 2030, even if current projects are completed.
While there are efforts underway to reshore critical minerals and improve grid infrastructure, we believe that much more needs to be done to address these issues. Here Jeff’s thoughts about this during this week’s NYSE interview, and please reach out to us if you would like to learn more about how we feel these issues can impact investment portfolios
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