As generative AI grows in popularity, the demand for data centers is skyrocketing. Clayco founder and executive chairman Bob Clark joins Market Domination Overtime to discuss this trend.

Clark describes the pace of data center construction as "insane" with "tremendous" demand behind it. He explains the two main drivers of this demand: inference, which he explains is "the digitization of everything," and AI, described as "the trainer model... the learning buildings."

Inference-driven data centers are often built in major cities to "stay close to the use," Clark notes. However, AI data centers can be constructed anywhere with a sufficient power supply.

A significant challenge in this boom is labor availability. Clark points out that with some projects requiring 800 to 1,000 workers, labor can become "a limiting factor" in data center construction.

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This post was written by Angel Smith