Not only is there not enough power, but the data centers that are supposed to be plugged in in the next 3-5 years aren't being built with nearly $300BN in data centers (6-8GW) canceled or delayed. That's a lot of very expensive chips sitting indefinitely in a warehouse somewhere
Japanese investors sold the largest amount of overseas bonds since 2024 last month, as market watchers scrutinize flows for signs that higher domestic yields were triggering repatriation https://t.co/AilDajUCfS