On today's episode of the Shared Everything podcast, we're joined by Rich Miller, one of the datacenter industry's longest-serving journalists, to examine what's really driving the AI infrastructure boom. We discuss the growing gap between ambitious announcements and what can actually be built, why power and cooling have become the industry's biggest constraints, how investors are evaluating the next wave of projects, and whether technologies like advanced liquid cooling, small modular reactors, and even space-based datacenters can help meet exploding demand. Rich also shares insights from more than 25 years covering the evolution of the modern data center and where the industry is headed next.