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AI Infrastructure

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The Oracle data center for OpenAI in Abilene, Texas. Photo via Getty
AI Infrastructure

The Data Center Boom Enters a Speculative Era

By Anissa Gardizy · Oct 20, 2025 10:19am PDT
The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and... The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across...