VC warns the flood of 'X for data centers' pitches is a stupidly myopic trend
arian_ghashghai · x · 2026-09-12
The author says 'we're building X for data centers' has become the most common pitch in recent months. His two takes: infra/energy/automation demand goes well beyond data centers, and VCs are eating up the narrative with blinders on, further concentrating risk in the already narrow 'big AI trade'. Many founders admit they pitch the data center story purely to sell, with more nuanced real plans.
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