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The AI stock sell-off could make financing new data centres more expensive and slower to secure, says Jolienne Halisky, CFO of AIB Data Centers. She also points to permitting, power and chip availability as constraints on projects.
Why it mattersHalisky discussed her company’s first planned Texas data centre and its anchor tenant, Nebius, in a Bloomberg video. She believes the market rout will prove temporary, but that is her view, not a settled forecast. For AI infrastructure builders, the squeeze may come from lenders as well as local opposition and scarce equipment.
Discuss: How much should a temporary market slump change the case for building long-term AI capacity?
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