Kai Risdahl

Looking at that pipe over there, that, I don't know, what, 8, 10-inch pipe that says chilled water return, there are people who are going to hear this who are going to hear data centers, man.

They're using all the electricity.

They're using all the water.

Honestly, I'd have expected a more robust answer.

Because that's the criticism of data centers everywhere.

Sure.

They're sucking all the electricity and they're sucking all the water.

Yeah.

And of course you want to be good partners, but it's a valid critique, no?

There are some cases where data centers can, in theory, bring down utility costs.

The catch is that those theories require places with extra energy capacity.

But big companies are betting that with all this extra demand for power, energy supply is going to find a way to keep up with new technology and innovation that will eventually bring down costs.

That, of course, is not where we are right now.

The biggest AI name in town is just a mile away from the Digital Realty building.

So Megan and I drove over and parked at a construction site near NVIDIA HQ.

Probably building another building, right?

I mean, almost certainly they're building another building.

Also in our line of sight, along with NVIDIA and the construction site, were two other data centers run by two different companies.

Unbelievable.

Seriously.