Data Center Infrastructure Podcast - Ep 10 - AI Pods and Internet Exchanges with Bryan Lubin of Moonshot

Inference-driven AI demand is pushing data center siting toward internet exchange points on campuses, not just cheap power.

• 125-site rollout: Moonshot Energy and Connected Nation are deploying modular, precast-concrete AI inference pods at internet exchange points on college campuses, starting at 25 sites and scaling to 125.
• Land+power no longer enough: Lubin says the old data center thesis was 'land and power equals value'; now it's 'land, power, compute' — the GPU workload and network access determine valuation.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.