Jigar Shah, the former head of the Department of Energy’s Loan Programs Office and co-founder of Generate Capital, used his recent Prof G Markets appearance with Ed Elson to throw cold water on one of the loudest narratives in tech investing. The claim under attack is that hyperscalers can actually build the data center capacity ... Big Tech Is Making ‘Empty Promises’ on 500 Gigawatts of Data Centers It Can’t Deliver
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