Podcast: Is the world building too many data centres?
by
Nucleus Wealth Team
August 6, 2026
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, revisits the data centre investment boom — exploring whether the world is on track to build more capacity than it needs, how modular data centres are changing the economics of expansion, and whether the enormous pipeline of projects still underway can be justified by future AI demand.
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