Shay Boloor(@StockSavvyShay):Nscale is reportedly weighing a 2027 IPO delay after $MSFT walked away from its Essex data center over grid delays. It’s another reminder that AI demand means little without the power to serve it which makes existing capacity at neoclouds like $IREN so vlauable.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

6hours ago

Nscale is reportedly weighing a 2027 IPO delay after $MSFT walked away from its Essex data center over grid delays. It’s another reminder that AI demand means little without the power to serve it which makes existing capacity at neoclouds like $IREN so vlauable.