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Joe Minarik on AI infrastructure risks: “niche players face greater volatility”
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Joe Minarik on AI infrastructure risks: “niche players face greater volatility”

Joe Minarik on AI infrastructure risks: “niche players face greater volatility”

  • Updated on May 12, 2025
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  • 0 min read
In The Information, DataBank COO Joe Minarik explains how data center newcomers like Applied Digital are vulnerable when building for narrow AI use cases without committed customers. He underscores that niche strategies heighten exposure to volatility, especially as demand shifts toward infrastructure near population hubs.
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