Dec. 22 at 2:16 AM
Bloomberg notes a data center gold rush, with many entrants lacking real execution expertise. Ironically, the article ignores experienced operators like
$IREN and
$NBIS, while highlighting names facing construction and delivery risks such as
$CRWV and
$BTDR. Core takeaway: many announced data centers won’t reach commercialization. Poor execution and weak disclosures will likely accelerate that outcome.