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Davis from Disruptive warns of a potential financing crisis for speculative data center landlords by 2027-2028, criticizing the 'build it and they will come' approach. His firm has invested in AI chipmaker Groq, which recently secured a $20 billion deal with Nvidia, while also backing other startups in the AI sector. He highlights the growing scrutiny from investors regarding the rapid expansion of data centers and their impact on electricity prices.