THE BOND MARKET JUST SENT AI AN ELECTRIC BILL
⚡ AI has a power problem.
Dell is sitting on $95B of AI server backlog while Google is locking down hundreds of megawatts of geothermal power years in advance.
That tells you where the real bottleneck is moving.
Not chips.
Power. Cooling. Fiber. Land. Interconnection. Financing.
And with the 10 year Treasury pushing toward 4.8%, bad capital structures are getting exposed fast.
Today’s GRO Money News breaks down where the real AI infrastructure opportunity is, what makes these projects bankable, and why a megawatt with a delivery date is worth more than a gigawatt in a pitch deck.
🎧 Listen to…
The skinny
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