Scarcity as a Price Driver: Who Has Pricing Power in the AI Boom Now!

Debt, an electoral setback, and investigations against NVIDIA CEO Jensen Huang are weighing down the AI sector. However, this week's numbers show: computing power, storage, and electricity remain scarce, benefiting four industries. The warning signs are unmistakable. Major cloud companies are likely to slow their investment increases in the future, Microsoft is withdrawing from risky data center projects, and after the U.S. midterm elections, political resistance against new server farms is growing. In Texas, the future governor Gina Hinojosa...