"We started talking about this over two years ago at the Berlin Infrastructure Conference when I told the investor world we're running out of power in five years... We're kind of running out of power in the next 18 to 24 months." - Marc Ganzi, DigitalBridge
"The global spend on infrastructure services by organizations is now nearing $80 billion per quarter, up 22 percent year-on-year, driven by demand for AI services and cloud technologies."
"While customers might be able to provision a new virtual machine instance with a few clicks of the mouse, it takes much longer to build a new data facility, especially if available land is scarce."
"A recent study forecast that US power consumption from all the new bit barns coming online will more than double by 2030, with adoption of AI services blamed for this surge."
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