On this bonus episode of The Real Eisman Playbook, Steve Eisman is joined by Nick Del Deo, the Digital Infrastructure Analyst at Moffett Nathanson. The two of them discuss all things data centers, from CoreWeave’s explosive rise to the massive energy and infrastructure challenges ahead. MoffettNathanson is a leading independent equity research publisher focusing on the most important companies across the Technology, Media and Telecom landscape. #datacenters. Watch it here. (56 min)
