@eviraThe next phase of the AI infrastructure boom rewards proving demand and delivering power, not just promising both. That's the shift I'm watching: AI data center investors are finally separating real infrastructure operations from beautiful PowerPoint stories. What matters more than another giant capacity announcement? Contracted customers, actual operating capacity, and secured electricity. I think that's healthy. This boom doesn't need less investment, it needs better investment.

@eviraThe next phase of the AI infrastructure boom rewards proving demand and delivering power, not just promising both. That's the shift I'm watching: AI data center investors are finally separating real infrastructure operations from beautiful PowerPoint stories. What matters more than another giant capacity announcement? Contracted customers, actual operating capacity, and secured electricity. I think that's healthy. This boom doesn't need less investment, it needs better investment.