Data centers: everything is scarce, except money
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Data centers: everything is scarce, except money
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Copenhagen, June 29, 2026: the Danish government drops data centers to the bottom of the priority list for connecting to the power grid. 60 gigawatts of requests filed, in a country that only calls on 7 on a peak day. This market no longer has a money problem.
You'll take away three things. Spending by the world's four largest buyers has nearly tripled in two years: capital is no longer the limiting factor. The bottleneck moved into the power socket, with five to ten years of connection delay in the United States. Then the permit became scarcer than money, from the Maine moratorium to the Danish queue.
Chapters
00:00 Copenhagen, June 2026
01:09 Money stopped being scarce
03:51 The bottleneck is the socket
05:58 Scarcer than capital
08:12 What to take away
Sources: quarterly filings from Amazon, Alphabet, Meta and Microsoft; the French grid operator's generation adequacy report; academic work on electricity bills, heat and noise; IntoTheMinds analyses.
The full analysis, with all the charts: https://www.intotheminds.com/blog/
This episode was written by Pierre-Nicolas Schwab, founder of the market research firm IntoTheMinds.
Get our market analyses every week: https://www.intotheminds.com/blog/newsletter/inscription
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