#ai-hardware-consolidation

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#ai-infrastructure #data-center-financing #capital-expenditure
Venture
fromFortune
1 week ago

An AI super-bull who just backed the Nvidia-Groq deal warns of a data center bust: 'We foresee a significant financial crisis' | Fortune

Speculative third-party data-center builders face a likely financing crisis by 2027–2028 due to extreme capex, valuation mismatches, and lack of enterprise customer traction.
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