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Billionaire Data Center Builder Insists There’s No AI Bubble Despite NIMBY pushback, an existential threat to humanity and delays, data centers are "still going to get built," says billionaire Bob Clark, whose fortune has quadrupled in three years.
64,637 Aufrufe • vor 25 Tagen •via X (Twitter)
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The AI race is just getting started, and those investing in the infrastructure clearly believe the future is worth the risk. Time will tell who gets it right.

Clayco (Forbes): data-center build ~75% of nearly $12B 2026 revenue (+43% YoY). Completed 16 DCs last year; 77 underway across 13 states. Bob Clark NW ~$7B. Modular factory components + ~50k workers on ~100 U.S. projects — backlog is the money story behind “no AI bubble.”

"Still going to get built" is exactly what the towns fighting these are worried about.

A guy whose fortune quadrupled building data centers says there's no bubble. He's probably right that they'll get built. Whether they all earn their keep is a different question.

sitting on a toolbox like it's a throne

Fortune quadrupled in three years, but no bubble. Sure.

Honestly I think he's probably right that they still get built. The NIMBY stuff could slow things down in some areas, but the demand for compute doesn't seem to be going anywhere.
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