Dexa/Odd Lots

Data Center Insights

Steve and Tracy discuss the complexities of data centers, the potential of nuclear power, and how big players dominate the tech market. The conversation delves into the challenges faced by data center REITs in competing with tech giants like Google and Amazon.

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Odd Lots
Steve Eisman on the Three Big Macro Stories of Our Time
Related Questions
- Should we reconsider nuclear power based on the episodes "Trump is About to Change Everything for Tech Startups" and "Nuclear Renaissance Ahead?" in relation to the episode Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More and the clip Regulatory Impact?