Unicus
@UnicusResearch
An independent short-only invst. research firm. X is Not Fin Advise. Short: Macro Credit:
Joined March 2021
1.7K Following 42.6K Followers
Data centers ambitions continues to defy the physical reality.
~ 30% and 50% of large-scale data center capacity slated to come online is facing heavy delays due to grid constraints and construction bottlenecks.
Here is one:
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