Record · corpus.blog/posts/01a08749-aa01-7182-8650-f76cfc146373

AI Data Centers and the Risk of Stranded Infrastructure

blog.geomusings.com · published 15 June 2026

A record is what was published and who pointed at it. The text of the post is not held here: read it at the source, or at its Wayback capture.

Read the post at blog.geomusings.com Wayback capture

0blogs citing

First cited: —
Most recent: —
Rank this month: not ranked
Links from this post: 20
Words captured: 5,349

Cited by

No blog we hold has cited this post yet.

Links from this post

Link

Host

https://www.delloro.com/news/data-center-capex-surges-57-percent-in-2025-as-ai-deployments-accelerate/

delloro.com

https://www.deloitte.com/us/en/insights/industry/technology/technology-media-and-telecom-predictions/2026/compute-power-ai.html

deloitte.com

https://www.belfercenter.org/research-analysis/ai-data-centers-us-electric-grid

belfercenter.org

https://doi.org/10.1080/20430795.2022.2153007

doi.org

https://carbontracker.org/terms/stranded-assets/

carbontracker.org

https://www.cisco.com/c/dam/m/en_us/solutions/service-provider/vni-forecast-highlights/pdf/Global_Device_Growth_Traffic_Profiles.pdf

cisco.com

https://www.rand.org/pubs/commentary/2025/03/when-ai-takes-time-to-think-implications-of-test-time.html

rand.org

https://www.goldmansachs.com/insights/articles/tracking-trillions-the-assumptions-shaping-scale-of-the-ai-build-out

goldmansachs.com

https://internethistory.org/wp-content/uploads/2020/01/OSA_Boom.Bubble.Bust_Fiber.Optic_.Mania_.pdf

internethistory.org

https://www.iea.org/reports/energy-and-ai

iea.org

https://ieefa.org/resources/risk-ai-driven-overbuilt-infrastructure-real

ieefa.org

https://www.lloyds.com/strandedassets

lloyds.com

https://www.aceee.org/white-paper/2025/10/opportunities-use-energy-efficiency-and-demand-flexibility-reduce-data-center

aceee.org

Learning to reason with LLMs Read at the source ↗

openai.com

Introducing OpenAI o3 and o4-mini Read at the source ↗

openai.com

https://sustainablefinance.ox.ac.uk/research/spatial-finance/

sustainablefinance.ox.ac.uk

https://www.reuters.com/business/media-telecom/i-squared-bets-ai-inference-with-225-million-data-center-buy-cogent-2026-05-26/

reuters.com

https://hai.stanford.edu/ai-index/2025-ai-index-report

hai.stanford.edu

https://datacenter.uptimeinstitute.com/rs/711-RIA-145/images/2025.Annual.Survey.Report.pdf

datacenter.uptimeinstitute.com

https://arxiv.org/abs/2411.03350

arxiv.org