Insights from the ColdFusion episode “Why Building AI Data Centres Isn’t Working Anymore”, published June 8, 2026.
The frenzied buildout of AI infrastructure faces a structural collapse as supply chain bottlenecks, massive energy demands, and fierce community backlash stall projects. Despite trillions in projected spending, the lack of clear profitability and the reliance on speculative debt suggest the industry is hitting a hard growth ceiling that threatens the entire AI investment thesis.
Topics: AI, Data Centers, Infrastructure, Economics, Energy