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Dan Niles Says Data-Center Constraints and Funding Costs Pressure AI Firms
The Niles Investment Management founder said the pressures are reshaping competition among AI companies.

Dan Niles, founder of Niles Investment Management, identified U.S. data-center constraints and rising funding costs as pressures changing competition among AI companies.
Electricity shortages are delaying projects and contributing to the gap between proposed U.S. data-center capacity and projects likely to be built.