> I cannot figure out if this data center panic is legit or trumped up.

That is using FUD to avoid accountability. In this case is the last one "doubt". - https://en.wikipedia.org/wiki/Fear,_uncertainty,_and_doubt

4 degrees is real, it is data, and you ignore it an go in a tangent.

> My skeptic meter

Mine says that capital is on the data-center side and is protected in the same way that fossil fuel companies are protected from climate change discussions: FUD