Will the AI Data Center Boom Last?
AI is driving the biggest construction boom in decades, but can the momentum last?
In Episode 1 of The Punch List, Jon Wright, Tanmaya Kala (or TK as we call him), and Kanav Hasija unpack the growing impact of AI data centers on construction, why energy and infrastructure matter more than ever, and whether the current boom will continue or hit resistance.
They discuss oil price shocks, "silent padding" in project budgets, political opposition to data centers, robotics on job sites, and where AI is actually creating value today.
CHAPTERS:
(01:00) Oil shortages and construction costs
(03:00)…
The skinny
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