Why AI's $15 Trillion Buildout Is Rewriting the Rules of Data Center Financing

AI Summary

The article examines how the scale of investment in AI infrastructure is changing the financing and construction of data centers, alongside questions about investor risk. Developers Ricard Boada of Volta and Chris Dolan of Crusoe describe evolving approaches amid a reported $15 trillion buildout.

The unprecedented scale of capital and resources dedicated to the AI buildout is breaking the mold of how data centers get financed and constructed. It’s also raising new questions about how investors assess their risk, as new data and my interviews over the last week showed.  At The Information’s AI Agenda Live last week, I asked two experienced infrastructure developers—Ricard Boada, co-founder and CEO of new computing and funding platform Volta, and Chris Dolan, chief data center officer of developer Crusoe—how approaches are changing to keep up with this velocity of spending and building.