A Groq investor said he's "deeply concerned" about the "speculative" data center market. He said AI has spurred "too many business models with no realistic margin expansion." The number of data ...

One of the most aggressive backers of the AI boom—whose firm most recently facilitated Nvidia’s largest deal ever—has issued a warning to the rest of the market: The “build it and they will come” ...

Venture capitalist Alex Davis is "deeply concerned" that too many data centers are being built without guaranteed tenants, according to a letter being sent this morning to his investors. Why it ...