DigitalBridge CEO: AI power, not space data centers

DigitalBridge CEO Marc Ganzi believes the primary constraint for artificial intelligence is not processing power or physical data centers, but rather the immense energy required to fuel AI operations. He discussed the strategic ArcLight acquisition and the company's substantial gigawatt energy pipeline. Ganzi expressed skepticism about the viability of space-based data centers, characterizing them as more of a theoretical concept than a practical infrastructure solution for the foreseeable future.