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Context
What happened: O'Leary Digital CEO Paul Palandjian pushed back on a Bernstein Research analysis that ranked the firm near the bottom of data center credibility rankings and grouped it with "bragawatts."
Key numbers: Bernstein gave O'Leary Digital a credibility score of 0.35 out of 5
Why it matters: Palandjian said the analysis overlooks pre-construction work, including land deals, permitting, and on-site power generation that avoids the interconnection queue. Analyst Madison Rezaei said lower confidence reflects unfamiliarity with such newcomers rather than a judgment that they will fail.