The Minutes of Marc Rowan on data centers https://minutesof.com/marc-rowan/on/data-centers/ Everything Marc Rowan has said on data centers: 3 verbatim quotes from December 2025, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:34 +0000 Rowan says consulting firms' 2030 energy forecasts are wildly scattered, showing data center equity is a funda https://minutesof.com/q/aa4363bf-6a39-4078-ae21-2e739a50bcbe/ https://minutesof.com/q/aa4363bf-6a39-4078-ae21-2e739a50bcbe/ “The fact is if experts looking out not all that far have no idea, we are making a fundamental bet on equity.” — Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 data centers Rowan says consulting firms' 2030 energy forecasts are wildly inconsistent, resembling a scattered plot. https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ https://minutesof.com/q/5f959c7d-1015-48e0-a2e0-8ddde44ca889/ “And each of the good and the great consulting firms have weighed in, and it looks like a child scattered dark plot.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 data centers Rowan cautions that owning data center equity does not guarantee profits despite valuable data. https://minutesof.com/q/42ef63ef-e368-434a-bb3f-02700bb94588/ https://minutesof.com/q/42ef63ef-e368-434a-bb3f-02700bb94588/ “But I don't think it is a foregone conclusion that because you own a data center and you own equity in it and data is valuable that you will make money in data center equity.” — Yahoo Finance Wed, 10 Dec 2025 23:30:16 +0000 data centers