meta_pixel
Tapesearch Logo
Log in
The John Batchelor Show

Preview: Gene Marks reports that massive spending by tech giants on data centers is driving demand for aluminum, steel, and copper, offsetting the softening commercial construction market.

The John Batchelor Show

John Batchelor

Arts, Society & Culture, Books, News

4.52.8K Ratings

🗓️ 26 September 2025

⏱️ 4 minutes

🧾️ Download transcript

Summary

Preview: Gene Marks reports that massive spending by tech giants on data centers is driving demand for aluminum, steel, and copper, offsetting the softening commercial construction market.
1960

Transcript

Click on a timestamp to play from that location

0:00.0

Building a coffee business?

0:02.0

Serving the best Americano in town is up to you. But winning back time and growing your business, leave that to sum-up. Take orders and payments anywhere with the new sum-up terminal. Turn occasional customers into regulars with a free loyalty program. And with the sum-up point of sale system, you'll always know when you're running low on your best-selling blends. Visit sumup.co.uk to learn more. This is John Batchel, speaking with my good colleague, Jean Marks, back from the road,

0:24.6

speaking to the Aluminum Extruder's Council in Atlanta, Georgia.

0:28.6

Business is good.

0:30.6

Business will continue to be very good for foundries, for aluminum, for steel, for copper, those three especially, iron for steel.

0:41.4

Because of the building of the data centers, your gene identifies where the century is headed

0:47.8

and the demand for those data centers.

0:51.1

This is AI.

0:52.5

The inside of AI is a trillions of dollars of

0:57.2

creation of data centers around the world. The balance of this century. Much more of this

1:04.1

tonight. So, you know, it's interesting that you bring that up, John. You know, there were,

1:09.8

you know, a few in the room that are really

1:11.4

benefiting from the data center building, you know, demand that's been going on around the country.

1:17.0

And let us not underscore that the literally billions of dollars that are being spent by Microsoft,

1:23.0

Amazon, Google, meta, and other companies building these data centers, many of them here in the U.S.,

1:29.1

they are really making up for the slowdown in commercial building and construction

1:37.3

and residential building instruction work that we're seeing because of the softening

1:40.4

and the commercial construction market.

1:43.9

So it's really been like a blessing in disguise.

1:47.2

I mean, these data centers, although they come with their carbon footprint issues and

1:51.0

their environmental issues, they've really been propping up a lot of construction companies

1:56.1

and then indirectly companies that are participating in the aluminum extruders council

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from John Batchelor, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of John Batchelor and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.