Modular data centers move the labor problem. They do not remove it. Nico Bontigui on the new bottleneck

"We're saving labor, we're taking all the construction to the factories, but that means that we actually need footprint. We need manufacturing plants."

"We are industrializing the construction process of a data center. That takes footprint, that takes production lines. It's completely changing the model of what it takes to build a data center."

"Even if we are still in the early days of this transition, some of the companies at the leading edge of supplying these modules are already running into supply constraints."

"They don't have the space, they don't have the factory workers. They had a lot of electricians in the construction companies, but they don't have the factory workers. This complete transition is going to mean some friction."