Don’t misread the data centre boom

Don't misread the data centre boom

What makes the data centre boom structurally?

6 August 2026

The data centre boom may be driven by demand, but it will be defined by delivery.

In this video, Nick Pohl (Executive General Manager, GHD) explains why the surge in data centre investment should not be mistaken for a conventional infrastructure cycle. He unpacks what makes this market different, from capital spending that is outpacing revenue models to the power, water and social licence challenges that can determine whether projects succeed.

Quick snippets on:

  • why today’s data centre boom is different from traditional infrastructure cycles
  • why delivery complexity, not demand, may be the real test for investors and developers
  • why data centres should not be viewed as another dot-com bubble

 

Watch the video to learn what investors and developers may be underestimating about the data centre boom.

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