The Wild Wild West Of LEGO Datacenters

The Labor Problem and Modularization to the Rescue

Today we dig into the world of datacenter construction, because how datacenters are built now bears little resemblance to how the industry has historically done it. Concrete walls arrive as finished panels, mechanical and electrical rooms arrive wired, and sometimes even entire data halls arrive on the back of a truck. Some of the largest datacenters in the world are increasingly assembled the same way you assemble your new Spider-Man LEGO set, only that the bricks weigh 50,000 pounds and are a tiny bit more complex. This is the world of modular construction.

From Hyperscaler to Colos to now even the AI labs, modular construction has become the default playbook for building fast. Our Modular Tracker, included in our SemiAnalysis Industrials…

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