
Key points
UBS estimates of data center materials intensity, per MW and per k sqft | Roughly 120 tons of cement and 1,100 tons of aggregates per MW, framing AI buildout as a heavy-materials supercycle
Image source: @exencial_RP

UBS estimates of data center materials intensity, per MW and per k sqft | Roughly 120 tons of cement and 1,100 tons of aggregates per MW, framing AI buildout as a heavy-materials supercycle
Image source: @exencial_RP