{"id":"tp-37861","type":"article-newspaper","title":"AI investment faces a supply shortage, with corporate earnings the next test","author":"Riza Dagoc","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/insights/37861","datePublished":"2026-10-22T12:43:13.000Z","dateModified":"2026-10-22T12:43:13.000Z","language":"en","abstract":"Daniel Newman says scarce computing capacity remains the immediate constraint on AI investment. Broader confidence will depend on revenue and profit gains at companies adopting the technology.","section":"Insights & Views","references":[]}