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Goldman Sachs and McKinsey highlight that physical infrastructure (power, cooling, space) has become the binding constraint on AI scaling.
Shifts AI boom narrative from chip scarcity to real-estate, power, and operational bottlenecks—critical leverage for infrastructure vendors.
ResearchSlicast · May 7, 2026 22:00 · Global · Source: marketscreener.com
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Image / Slicast · Source: marketscreener.com
Goldman Sachs and McKinsey highlight that physical infrastructure (power, cooling, space) has become the binding constraint on AI scaling.
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