David Sacks Warns the AI Data Center Pipeline Could Dry Up. Here's What's at Stake
Chris Lange's 24/7 Wall St. article reports David Sacks's warning on the All-In podcast that uncertainty over moratoriums and permitting could leave the AI data center pipeline "closed or significantly reduced" by 2028. The piece weighs NVIDIA's $89.02 billion data center quarter, recent AI stock drops, and executives' counterpoints, advising readers to watch state moratoriums, Vertiv's orders, and pre-leasing at Equinix and Digital Realty.
