AI Data Center Crisis Predicted by Disruptive's Davis
Update: 2025-12-31
Description
Alex Davis, head of Disruptive, warns of a potential AI data center financing crisis by 2027-2028, as speculative builders lack solid plans. Disruptives $20B deal with Groq, Nvidias largest transaction, highlights the AI talent grab. Davis prefers investing in owner-users, not speculative landlords, due to hyperscalers cost control measures. The landlords may face refinancing stress, potentially impacting private credit markets. Despite concerns, Davis remains bullish on AI, emphasizing discipline amidst the hype. Checkout Solipillow.com
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