Big tech, including Amazon, Alphabet and Microsoft, has raced to build enough data centers to meet spiking demand for generative AI training and tools. Alibaba's Joe Tsai, and other industry observers have voiced concerns that overspending in the sector could be outpacing demand. Marc Ganzi, The CEO of the digital infrastructure firm DigitalBridge, joined Bloomberg Open Interest to talk about what kind of demand he's seeing on the ground.