You may have noticed the near-moral panic going on lately about data centers. This is brought to you by the same crowd that freaked out about Vietnam, global warming and George Floyd. And once again, their concerns are anywhere from overstated to wrong.
I’m shocked.
Now, just because I trust John Mauldin’s analysis of the situation doesn’t mean you should. As I always say, do your own homework. Just be sure to get all sides of the argument and verify the numbers.
