AI data center capacity reaches limits as demand surges, says Tematica Research CIO

Short summary

Christopher Versace, CIO of Tematica Research, explains that surging AI demand has pushed data center capacity to its limits, with clients willing to pay double for access. He distinguishes this from the dot-com bubble, framing it as a structural capacity shortage. The discussion ties into Q2 earnings expectations for big banks and tech giants like Taiwan Semiconductor.

• •AI demand has data center capacity 'tapped out' with clients paying double
• •Versace argues this is not a repeat of the dot-com bubble
• •Q2 earnings spotlight on banks and Taiwan Semiconductor

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