AI’s gold rush is driving a wartime level of spending — but will it all pay off? Stonepeak CEO Mike Dorrell, who’s been investing in data infrastructure long before it was cool, joined Bloomberg Open Interest to talk about where the bottlenecks are, why he’s betting on natural gas to power the AI era, and how long this trillion-dollar build-out can last. (Source: Bloomberg)
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AI’s Next Bottleneck: Power Supply Constraints
