Kevin O'Leary's data center company pushes back on the 'bragawatt' label
O'Leary Digital's CEO Paul Palandjian is challenging a Bernstein Research report that labeled the company's data center projects as 'bragawatts' due to low construction progress. Palandjian argues that the firm's 15-gigawatt pipeline is a long-term, multi-phase project that includes significant pre-construction work not captured by current industry metrics.
Why it matters
This highlights the growing tension between ambitious AI infrastructure claims and the reality of project execution, which is critical for investors evaluating the AI boom.
Kevin O'Leary. Lev Radin/Pacific Press/LightRocket via Getty Images O'Leary Digital's CEO says a Wall Street firm's analysis misses work happening before construction. Paul Palandjian, the CEO, said the company's two campuses will generate their own electricity. He outlined land deals, permitting, and early funding, saying delivery should be judged in phases. Kevin O'Leary 's data center company has a message for analysts who doubt its enormous AI ambitions: You're not seeing the whole picture. Paul Palandjian , CEO of O'Leary Digital , pushed back on a Bernstein Research assessment that put the firm near the bottom of the data center industry's credibility rankings. In an emailed response to Business Insider, he detailed land agreements, water applications and licensing, engineering work, and funding that he said the analysis overlooks. "Scrutiny during this cycle is fair," Palandjian wrote.
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