The data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity. Before those challenges even come into play, though, there’s a more basic problem: A lot of the projects being announced may never get built in the first place. With billions of dollars in AI infrastructure investment at stake, separating realistic projects from speculative ones is becoming increasingly important. 

On this episode of TechCrunch’s Equity podcast, hosts Rebecca Bellan and Tim De Chant are joined by Brent Nelson, senior managing director of markets and strategy at Ascend Analytics, to separate the data center projects that are likely to get built from the ones that may never get off the ground.

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