invest1 publisher
Lenders are pricing the zoning fight before anyone prices the AI demand curve
Banks financing contested data centers are already structuring for the possibility the demand case is wrong, which means the buildout's cost of capital moves well before anyone finds out whether AI really consumes 945 terawatt-hours.
Publishers:americanbanker.com
Reality
- Evidence60
- Adoption45
- Hype gap+12
- Incentives55
- Confidence55