AI Data Center Delays: Who Pays for Postponed Demand?
US data center construction has been delayed due to power and permitting issues. Hanyu Investment notes this represents postponed demand rather than cancellation, raising questions about the impact on AI capex and supply chains.
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SpaceX to Build AI Supercomputing Hubs
SpaceX announced a plan to invest over $74 billion in building two AI supercomputing data centers in Texas and Arizona. The initiative aims to expand AI compute infrastructure to support the training of frontier artificial intelligence models.
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