Tom Giles

It is about two times the size of Manhattan.

Once that site is fully built out, you're talking about $30 billion in capital investment between the power generation assets as well as the data center assets.

And then Copia has another five campuses in the West behind that.

So you want to make sure these campuses are located close to where there will be demand for compute power.

But you also want to make sure it's going to be cost effective, delivered on time, and also reliable.

I wish we had more time.

Absolutely fascinating, the size and the scale.

Pooja Goyal, come back soon.

Tell us how these campuses are evolving.

Chief Investment Officer for Carlyle's Infrastructure Group, we thank you.

Let's just turn our attention to Nokia now, which is also streamlining its business to focus on the networking infrastructure that can connect all of these data centers.

Nokia CEO Justin Hotard spoke with us earlier.

With AI, the market is going to change dramatically.

It's already changing in the data center, which is a part of our business.

We're building AI factories.

Obviously, Jensen talks a lot about this.

I know NVIDIA has earnings later today.

But we're connecting data centers to each other and building massive AI factories.

That's using our optical technology.

It's using our IP routing technology.