Inside the Data Center Boom: Understanding the Massive Infrastructure That Supports AI
On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the digital infrastructure analyst at MoffettNathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead. 00:00 - Intro 01:19 - Private…
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