49: Data centers will be the largest investment in US history, with Kervin Pillay, former CTO of Cisco

Data-center veteran Kervin Pillay walks us through the coming AI infrastructure boom. Pillay argues the U.S. is about to sink 10x the capital it took to create the Interstate Highway System into new data center capacity, racing toward “hundreds of gigawatts” of compute—each gigawatt-scale campus drawing more power than a major city. 

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For a deeper dive into these insights and more, be sure to listen to the full episode of the Onward podcast.

Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com. 

Onward is hosted by Ben Miller, co-founder and CEO of Fundrise. Podcast production by The Podcast Consultant. Music by Seaplane Armada. 

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