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CAIS Summit Panel on AI Buildout
At a forum in Beverly Hills, the discussion focused on obstacles to expanding AI data centers, including rising energy costs and weakening public support for construction. Blackstone’s Mike Forman said infrastructure supply constraints are worsening, particularly around power: utilities that once could connect projects within six to twelve months may now quote waits of up to seven years, require investments as high as $1 billion, and offer less certainty. The panel of Mike Forman, Jessica Baile…
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