Money
Mark Cuban predicts overbuilt AI data centres could end up ‘pickleball courts’
All-In Podcast
Mark Cuban: “A lot of data centers will be turned into pickleball courts.”
"There's going to be a lot of data centers that are going to be turned into pickleball courts. What's happening now is the market leaders, Google, etc. Meta, they're borrowing hundreds of billions of dollars."
Billionaire investor Mark Cuban argues that big tech’s AI build-out risks overcapacity, warning that data centres being built today could be stranded if efficiency breakthroughs sharply reduce power and compute needs. He says market leaders including Google and Meta are borrowing heavily while also directing cash flow into capex, and describes this as “planning for perfection” amid what he calls an existing private credit problem. Cuban compares the current moment to the fibre-optic boom that produced “dark fibre” sold for “pennies on the dollar” once capacity outpaced demand.
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