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.
“This critique is coming from inside the AI optimist camp,” notes Axios, as Davis’ firm, Disruptive, “recently led a large investment in AI chipmaker Groq, which then signed a $20 billion licensing deal with Nvidia. It’s also backed such unicorn startups as Reflection AI, Shield AI and Gecko…
