Groq investor sounds alarm on data centers - Axios
1 day ago · If you are a hyperscaler, you will own your own data centers. We foresee a significant financing crisis in 2027–2028 for speculative landlords." He adds that data center buildouts will …
An AI super-bull who just backed the Nvidia-Groq deal warns ...
9 hours ago · Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a subsequent debt crisis.
AI data center trap and financing crisis looms over 2027
1 day ago · But while the ink is still drying on the semiconductor windfall, Davis is issuing a stark “red alert” regarding the physical concrete and steel of the AI revolution: data centers. His …
VC Warns of AI Data Center Boom Sparking 2027 Financing ...
VC Warns of AI Data Center Boom Sparking 2027 Financing Crisis. The AI Boom’s Hidden Peril: A Top Investor’s Warning on Data Center Overreach. Venture capitalist Alex Davis, known for …
AI Investor Warns of Data Center Crisis Amid Nvidia-Groq Deal
1 day ago · Recent discussions center on Nvidia’s potential $20 billion purchase of Groq, marked by an AI investor’s warning of possible data center challenges. Lo Toney from Plexo Capital …
Venture capitalist warns of speculative data centre glut as ...
11 hours ago · A senior technology investor has warned of a looming financing crunch for speculative data centres, even as dealmaking in artificial intelligence accelerates following …
Groq Investor Sounds Alarm On Data Centers - Slashdot
1 day ago · Axios reports that venture capitalist Alex Davis is warning that a speculative rush to build data centers without committed tenants could trigger a financing crunch by 2027-2028. …