12:15 PM PST · November 11, 2026
31 min
The information halfway roar is moving into superior real-world obstacles, from wide local opposition and permitting delays to a scramble for electricity. Before those challenges adjacent travel into play, though, there’s a much basal problem: A batch of the projects being announced whitethorn ne'er get built successful the archetypal place. With billions of dollars successful AI infrastructure concern astatine stake, separating realistic projects from speculative ones is becoming progressively important.
On this occurrence of TechCrunch’s Equity podcast, hosts Rebecca Bellan and Tim De Chant are joined by Brent Nelson, elder managing manager of markets and strategy astatine Ascend Analytics, to abstracted the information halfway projects that are apt to get built from the ones that whitethorn ne'er get disconnected the ground.
Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and each the casts. You besides tin travel Equity on X and Threads, astatine @EquityPod.
Theresa Loconsolo is an audio shaper astatine TechCrunch focusing connected Equity, the network’s flagship podcast. Before joining TechCrunch successful 2022, she was 1 of 2 producers astatine a four-station conglomerate wherever she wrote, recorded, voiced and edited content, and engineered unrecorded performances and interviews from guests similar lovelytheband. Theresa is based successful New Jersey and holds a bachelors grade successful Communication from Monmouth University.
You tin interaction oregon verify outreach from Theresa by emailing [email protected].
Rebecca Bellan is simply a elder newsman astatine TechCrunch wherever she covers the business, policy, and emerging trends shaping artificial intelligence. Her enactment has besides appeared successful Forbes, Bloomberg, The Atlantic, The Daily Beast, and different publications.
You tin interaction oregon verify outreach from Rebecca by emailing [email protected] oregon via encrypted connection astatine rebeccabellan.491 connected Signal.
Tim De Chant is simply a elder clime newsman astatine TechCrunch. He has written for a wide scope of publications, including Wired magazine, the Chicago Tribune, Ars Technica, The Wire China, and NOVA Next, wherever helium was founding editor.
De Chant is besides a lecturer successful MIT’s Graduate Program successful Science Writing, and helium was awarded a Knight Science Journalism Fellowship astatine MIT successful 2018, during which clip helium studied clime technologies and explored caller concern models for journalism. He received his PhD successful biology science, policy, and absorption from the University of California, Berkeley, and his BA grade successful biology studies, English, and biology from St. Olaf College.
You tin interaction oregon verify outreach from Tim by emailing [email protected].
Subscribe for the industry’s biggest tech news















English (US) ·