Will Hamilton

speaker

539 appearances 3 recordings 1 series first heard May 2026 last heard yesterday

Will Hamilton’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

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The Money Puzzle · Building a shock-proof investment portfolio · 15 Jul 2026 podcast

To build a one gigawatt data centre, it's over 200,000 tonnes of steel, so four times the amount.

Now, you might say, well, there's not that many one gigawatt

data centers being built.

Well, Anthropic just last week said they want 1.4 gigawatts of capacity in Australia.

So it's real.

Infrastructure, but look at real infrastructure.

And there are some managers, I'm not going to mention their names, but it is what I call real infrastructure, roads, bridges, et cetera, not data centers.

So that to me stands out as the number one area.

But again, be careful.

Make sure you understand what's in those funds or those ETFs or whatever it is you're buying because otherwise you could end up with lots of data centers as well.

And that's where the correlation comes in.

In mature ones, yeah, not on the building ones.

So some people are treating it that way.

Some are treating it that way.

Some are treating it as real estate.

But I think that this is the – what I heard was a lot of concern because markets have run so well.

You're seeing a lot of CapEx.

Everyone's saying it's going to be at least $700 billion.

Is it going to hit a trillion?

There's a lot of people throwing out that trillion-dollar figure on CapEx amongst the big tech companies.

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