Breakfast Media Minute: July 24, 2020

In Europe, environmental standards 'are not a hope, not a wish, not a best effort—it's a regulatory mandate.'
Power availability is now dictating location decisions, forcing fiber providers to adapt with unprecedented long-haul infrastructure builds.
In 2024, there was 6.7 gigawatts of data center demand, said Kush Urs of Guggenheim Partners. That was more than 6X since 2020.
'On-site generation would be up to 85% efficient when you capture waste heat on site,' Summers said, versus 33% grid efficiency.