In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, revisits the data centre investment boom — exploring whether the world is on track to build more capacity than it needs, how modular data centres are changing the economics of expansion, and whether the enormous pipeline of projects still underway can be justified by future AI demand.
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Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.
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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.