In the high-stakes poker game of artificial intelligence infrastructure, Alex Davis just cashed in his chips. Now, he is warning the rest of the table that the house is about to lock the doors.
Davis…
Groq backer Alex Davis warns of AI data center 'trap' and 2027 financing crisis
Fresh off a $20 billion Nvidia deal, the Disruptive Capital CEO predicts a reckoning for speculative landlords as hyperscalers embrace vertical integration.
