No War But Data Center War
Talking Points Memo:
I keep coming back to this graph because it's so eye-popping, almost impossible to believe. As you see in the legend, the blue line is data centers. The grey line is everything else. Everything else. Commercial properties. Rental properties. Single family homes. Multiple family homes. Pick your preferred flavor of development, NIMBY, YIMBY, urban, rural, it's in there. You basically have rapid data center growth and everything else contracting. [...]
In a general sense, it's probably a safe bet at any time that the economy is largely working for people with capital. But…
The skinny
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