In this episode, Jim Kerrigan shares his expertise on the evolving data center industry, covering topics from supply and demand dynamics, site selection challenges, utility considerations, to future trends like AI and edge data centers.

Key Topics

• Data center importance and evolution
• Supply side challenges and moratoriums
• Site selection and utility considerations
• Impact of AI and edge computing
• Investment trends and market outlook

Chapters

• 02:42 - Supply Side Dynamics in Data Center Development
• 05:28 - Utility Considerations and Site Selection
• 08:18 - Emerging Trends: Inference and AI Data Centers
• 10:56 - Community Perception and Economic Impact of Data Centers
• 13:45 - Challenges in Data Center Development and Market Dynamics
• 16:23 - The Future of Data Centers and Speculative Development
• 21:34 - The Evolving Landscape of Farming
• 22:52 - Navigating Lease Contracts in Agriculture
• 23:25 - Understanding Data Center Lease Structures
• 26:27 - The Complexity of Data Center Market Dynamics
• 27:37 - The Role of Brokers in Data Center Transactions
• 29:21 - Factors Influencing Site Selection for Data Centers
• 31:02 - The Importance of Utility Considerations
• 32:02 - Power Usage Effectiveness and Its Impact
• 33:48 - The Demand for Data Center Capacity
• 34:44 - Capital Markets and Data Center Investments
• 37:09 - The Evolution of Data Center Valuation
• 38:26 - Investment Strategies in the Data Center Sector
• 40:09 - The Future of Data Centers and Public Perception

Episode Resources

Connect with Jim Kerrigan

• linkedin.com/in/jimkerrigansior
• https://www.linkedin.com/company/north-american-data-centers/
• https://nadatacenters.com/

Connect with Justin Smith

• https://smithcre.com/
• jbsmith@leeirvine.com
• https://www.linkedin.com/in/justinbsmith/