Rowan predicts two quarters of negative growth if tariff uncertainty is not resolved.
“They do not hire. They do not make moves. We likely will cause two quarters of negative growth if we, in fact, don't resolve the uncertainty.”
Rowan says consulting firms' 2030 energy forecasts are wildly inconsistent, resembling a scattered plot.
“And each of the good and the great consulting firms have weighed in, and it looks like a child scattered dark plot.”
Rowan says consulting firms' 2030 energy projections are wildly inconsistent, showing experts have no clear view on data center future.
“I have a chart on the wall in my office, which is just about energy usage in the year 2030, not that far away.”