AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW Today

Surging demand for AI is causing data center capacity to be 'tapped out,' with clients willing to pay double, according to Tematica Research CIO Christopher Versace. The situation differs from the dot-com bubble and has implications for freight and logistics companies.

As Q2 earnings season kicks off, the spotlight is on big banks and tech giants like Taiwan Semiconductor. Christopher Versace, CIO of Tematica Research, breaks down why surging AI demand means data center capacity is already ‘tapped out,’ even with clients willing to pay double. Learn why this differs from the dot-com bubble and what it means for freight and logistics companies. Summary unavailable. Supply Chain AI Symposium Past the hype. Join operators, founders, and enterprise leaders figuring out how to deploy AI in supply chain. Register Now https://live.freightwaves.com/supply-chain-ai-symposium-2026?utm source=freightwaves&utm medium=article-widget&utm campaign=supply-chain-ai-symposium-2026 F3: Future of Freight Festival Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals. Register Now https://live.freightwaves.com/f3-future-of-freight-festival-2026?utm source=freightwaves&utm medium=article-widget&utm campaign=f3-future-of-freight-festival-2026 Past the hype. Join operators, founders, and enterprise leaders figuring out how to deploy AI in supply chain. The Old Post • Chicago, IL Register Now https://live.freightwaves.com/supply-chain-ai-symposium-2026?utm source=freightwaves&utm medium=article-widget&utm campaign=supply-chain-ai-symposium-2026 Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals. The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now https://live.freightwaves.com/f3-future-of-freight-festival-2026?utm source=freightwaves&utm medium=article-widget&utm campaign=f3-future-of-freight-festival-2026