The AI Infrastructure Supercycle: Data Centers, Site Selection & What Investors Miss | Juan De Luna

In this episode of The Kansas City Market Pulse, host Logan Freeman is joined by Juan De Luna, Managing Partner at Strath Capital, to break down the AI infrastructure supercycle and what investors miss about data centers.

Industry forecasts call for up to $3 trillion of infrastructure investment by 2030. Juan brings a nuanced view of how much will get built and what it takes to make a site work.

Episode Highlights:

• Efficiency Matters: Juan has optimized data centers from a PUE of around 2.5 down to about 1.4 through design and operations.
• Density Is Rising Fast: Power needs per rack have grown roughly tenfold in a few years, which changes what a building must support.
• Reliability Expectations: A Tier IV facility is expected to have only about 26 minutes of downtime a year.
• Site Selection Reality: Entitlements and the utility interconnection queue drive timelines.
• Tenant Scrutiny: Tenants invest millions in equipment, so they scrutinize infrastructure closely.

If you want to stay ahead of where capital is moving, this conversation matters.

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