Lisa Weaver-Lambert returns to unpack the trillion-dollar surge in digital infrastructure—and turns the idea of “boring” data centers on its head.

She breaks down why global private infrastructure now tops $1.3 trillion, how Europe rockets from 6 % to 30 % of data-center investment, and why 15-to-20-year hyperscale leases create gold-rush conditions for real-estate giants like Blackstone.

We dive into power-hungry GPUs, three-year hardware refresh cycles, and the paradox of using AI to design the very facilities that run AI.

From modular builds in Norway that heat greenhouses to Sam Altman’s audacious $500 billion “Stargate” project, this episode is your fast-moving guide to where money, megawatts, and machine learning collide.

Want to know more? Connect to Lisa on LinkedIn 🚀

And get her book THE AI VALUE PLAYBOOK with 20% off on print and digital with using my code: 20DIETMAR

You can order the book here at Packt (or whereever you buy your books - but then without 20% rebate 😉)

---

Tune in to get my thoughts, don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscribe to our Newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠beginnersguide.nl

Music credit: "Modern Situations" by Unicorn Heads