AI data center investors now favor real infrastructure over PowerPoint promises
TansuYegen · x · 2026-09-26
AI data center investors are separating real infrastructure businesses from "beautiful PowerPoint stories" — secured electricity, contracted customers and actual operating capacity now matter far more than giant capacity announcements.
- The author sees this as healthy: the AI infrastructure boom needs better investment, not less
- The next phase will reward companies that can prove demand and deliver power, not just promise both
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