The Data Center Economy

The Quarterly Report with Rob Boland & Craig Hafer by Craig Hafer
S1 · E2
Aug 2, 2026
58:42

Episode notes

Data centers are reshaping America's landscape, power grids, and small-town politics. In this episode, Craig and Rob dig into the economics behind the AI infrastructure boom, what data centers actually are, why communities are fighting to keep them out, and how today's boom compares to those of the past, and what we can learn from it.

Keywords

investing
AI
economics, politics, finance.
data center