Summary

A new supply crunch is closing in on the AI boom as Wall Street starts to reach the limits of how much capital it’s willing to hand over to Silicon Valley. Hyperscalers have already been grappling with shortages of chips, materials and other physical inputs needed for AI infrastructure. They are also running out of political capital as voters push back on the aggressive data center build-out.

AI summaries can be wrong sometimes—always verify important details using the source article.