Groq investor sounds alarm on data centers - Axios
Dec 29, 2025 · If you are a hyperscaler, you will own your own data centers. We foresee a significant financing crisis in 2027–2028 for speculative landlords." He adds that data center …
An AI super-bull who just backed the Nvidia-Groq deal warns ...
Dec 30, 2025 · Alex Davis says third-party data-center developers will eventually be jilted by the hyperscalers they serve, and face a subsequent debt crisis.
A Groq Investor Said He's 'Deeply Concerned' About Data ...
Dec 31, 2025 · Alex Davis, the CEO of Austin-based investment company Disruptive Tech, sounded an alarm about the US data center market in an end-of-year letter to investors on …
Groq Investor Sounds Alarm On Data Centers | Eduzim News
Dec 30, 2025 · Here’s what Davis had to say in his investor letter this morning: “While I continue to believe the ongoing advancements in AI technology present ‘once in a lifetime’ investment …
Groq Investor Sounds Alarm On Data Centers - startupnews.fyi
Dec 31, 2025 · Axios reports that venture capitalist Alex Davis is warning that a speculative rush to build data centers without committed tenants could trigger a financing
Groq Investor Sounds Alarm On Data Centers - ICT news ...
Dec 31, 2025 · 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 …
Groq Investor Sounds Alarm On Data Centers - Slashdot
Dec 30, 2025 · Groq Investor Sounds Alarm On Data Centers (axios.com) 13 Posted by BeauHD on Tuesday December 30, 2025 @06:20PM from the built-it-and-they-will-come dept.