The Bear Roars Bandwidth: Pat Lynch, Executive Managing Director at CBRE Data Center Solutions
Oct 15, 2025
In this engaging discussion, Pat Lynch, Executive Managing Director at CBRE Data Center Solutions, shares insights from his extensive career in digital infrastructure. He dives into the transformative effects of AI and quantum computing on data centers, and recounts the exhilarating rise and fall of the bandwidth boom. Pat reflects on the importance of discipline amidst power constraints and highlights the evolving landscape of data center demand. With a rich tapestry of personal anecdotes, he emphasizes both the lessons learned and the promising future of the industry.
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Episode notes
Mondo Condo Mania And The Quick Reversal
- Pat recalls the Mondo Condo era and the race to acquire carrier hotel real estate and large colo facilities before the bubble burst.
- He details rapid expansion followed by quick reversals and strategic unwind efforts after the crash.
Identify Who's In Your Foxhole
- Learn who will be 'in your foxhole' when times get tough and keep them close during downturns.
- Use crisis periods to identify and retain top performers who will carry the mission forward.
Connectivity Makes AI Compute Valuable
- AI amplifies the importance of connectivity; without it a data center is just an expensive refrigerator.
- Demand for both traditional compute and AI-driven GPU capacity continues strong and complementary.
