The AI boom has a very physical footprint. Behind every chatbot response and every machine learning model sits a rack of servers humming in a climate-controlled warehouse, and investors are pouring money into building more of them at a pace that’s starting to raise eyebrows.
Greg Friedman, CEO of Peachtree Group, has been sounding a nuanced alarm. The firm manages over $2 billion in commercial real estate assets, giving Friedman a front-row seat to the capital flows reshaping the CRE landscape. His message: the demand for data centers is undeniable, but the construction pipeline is starting to look like it might outrun reality.
The AI infrastructure gold rush
Peachtree Group is among the firms actively participating in this shift. With a CRE portfolio exceeding $2 billion, the firm is positioned to capitalize on infrastructure demand that shows no signs of slowing. Friedman has been publicly bullish on the fundamental need for new data center capacity.
Bubble watch: when everyone builds at once
