Groq investor sounds alarm on data centers - Axios
2 days 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 put …
An AI super-bull who just backed the Nvidia-Groq deal warns ...
1 day ago · Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a subsequent debt crisis.
A Groq Investor Said He's 'Deeply Concerned' About Data ...
23 hours ago · 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."
Groq Investor Sounds Alarm On Data Centers | Eduzim News
2 days 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. We want to back theowner/users, not the …
A Groq investor said he's 'deeply concerned' about the data ...
1 day ago · Discover the stark warning from an investment firm leader about the American data center market's rapid expansion and the risks of overbuilding amid uncertain demand.
Venture capitalist warns of speculative data centre glut as ...
1 day ago · A senior technology investor has warned of a looming financing crunch for speculative data centres, even as dealmaking in artificial intelligence accelerates following Nvidia’s US$20bn …
Groq investor sounds alarm on data centers - hckrnws
Don't these data centers have pretty elaborate cooling setups that use large volumes of water? So they're sitting on real estate with access to massive amounts of water, electricity, and high bandwidth …