""If you subscribe to our worldview that bringing superintelligence at scale at very low cost is going to be transformative, you try to figure out - how can I invest in that and take the least amount of risk?""
""When are they going to get more compute?""
""No time soon, because there are natural limits and there are energy limits and there are regulatory limits and zoning and everything else.""
"Ostrover said he has "never seen a market" with this level of supply-demand imbalance, and he sees "demand accelerating," but he doesn't "see the supply increasing.""
Major private investment firms are allocating substantial capital to digital infrastructure, especially data centers, driven by accelerating demand for compute from AI and large-scale workloads. Executives report demand far outpacing supply due to natural, energy, regulatory, zoning, and capacity constraints. Firms describe data center investments as significant revenue drivers and top moneymakers, and they express strong near-term bullishness. A central long-term risk centers on whether data center leases will be renewed 15 to 20 years out, creating uncertainty around future cash flows, asset valuations, and risk exposure for investors.
Read at Business Insider
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