What happens to AI infrastructure returns when a funded project cannot get per… · @carrioresearch · TwKit

@carrioresearch

What happens to AI infrastructure returns when a funded project cannot get permission to build? For the AI supply chain, this raises the risk that planned capacity reaches customers later. A delayed campus can push back server and optical-network deployment, postponing supplier revenue while developers carry land and financing costs for longer. I remain constructive on AI's long-term development, but investment returns depend on getting usable capacity online.

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