TREE NEWS reports: Nokia CEO Justin Hotard said the tech industry would build data centers twice as fast if not for current supply constraints. Speaking on the pace of AI infrastructure, he said it is impossible to call the current buildout overbuilding, since customers would likely also double their construction if they could. Hotard added he is confident the industry remains in the early stage of the AI buildout wave.
Nokia CEO: Data Center Buildout Would Double Without Supply Constraints
AI take
The notable claim is that demand is constrained by supply rather than by appetite, which reframes the buildout debate: the argument against overbuilding rests on unmet demand, not on delivered capacity. If that reading holds, the bottleneck sits upstream in components and construction rather than in end-user commitment. The open question is whether that constraint eases or persists, since it, more than sentiment, would shape the pace of AI infrastructure spending.
Generated by AI for reference only.
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