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#451 - The Real Bottleneck: Why Power, Not AI, Will Decide the Next Decade
In this episode of the Construction Corner podcast, Dillon dives deep into the AI-driven data center boom and what's really holding it back. He argues that while demand for electrical engineers and construction is set to grow significantly, the true bottleneck isn't chip supply or capital — it's power generation and transmission, tangled up in legislative and utility delays. Along the way, he unpacks how memory shortages, fab construction (like Micron's long-stalled New York facility), and hyperscaler CapEx spending from the "Mag Seven" all ripple through the supply chain together.
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