As the tide goes out, AI’s been swimming naked
TME on AI cheap! The panic vs reality Texas accounts for more than a quarter of planned US data center capacity additions through 2030, so talk of a potential moratorium has rattled the entire AI complex. But Goldman argues the market is missing an important distinction: restrictions on new permits don’t stop projects already under The post As the tide goes out, AI’s been swimming naked appeared…
We haven't written up this one. MacroBusiness has the full story — the link below goes straight to it.