Dec 29, 2025 · Venture capitalist Alex Davis is "deeply concerned" that too many data centers are being built without guaranteed tenants, according to a letter being sent this morning to his investors.

Dec 31, 2025 · Alex Davis, the CEO of Austin-based investment company Disruptive Tech, sounded an alarm about the US data center market in an end-of-year letter to investors on Monday. He said he …

Dec 30, 2025 · One of the most aggressive backers of the AI boom—whose firm most recently facilitated Nvidia’s largest deal ever —has issued a warning to the rest of the market: The “build it and they will …

Dec 31, 2025 · In an end-of-year letter to investors on Monday, Davis expressed deep concerns about speculative data center development that could threaten the AI infrastructure ecosystem.

Groq Investor Sounds Alarm On Data Centers: Axios reports that venture capitalist Alex Davis is warning that a speculative rush to build data centers without committed tenants could...

A venture capitalist who just backed AI chipmaker Groq dropped a bomb: too many data centers are being built with no guaranteed customers, and the “build it and they will come” mantra is a trap.

I was working at a startup that was being acquired and as part of due diligence they sent someone to do a "walk through" of our "data center," which was tricky because it was in fact a small coat closet with …