Kevin O'Leary's data center company pushes back on the 'bragawatt' label

Kevin O'Leary 's data center company has a message for analysts who doubt its enormous AI ambitions: You're not seeing the whole picture.

Paul Palandjian , CEO of O'Leary Digital , pushed back on a Bernstein Research assessment that put the firm near the bottom of the data center industry's credibility rankings. In an emailed response to Business Insider, he detailed land agreements, water applications and licensing, engineering work, and funding that he said the analysis overlooks.

"Scrutiny during this cycle is fair," Palandjian wrote. He added, "A score built from announced-capacity data ranks every pre-construction project low on construction progress by definition, and it cannot see confidential work."

His response gets at a central question in the AI building boom: How much weight should investors give the work that happens before data center construction begins?

Paul Palandjian, CEO of O'Leary Digital.…