The infrastructure powering artificial intelligence (AI) recently experienced a steep 25% sector-wide recalibration. While broader markets often interpret sharp technical drawdowns as a sign of waning demand, a closer look at the underlying fundamentals suggests a different narrative.
Hyperscale operators possessing actively permitted and powered data centers find themselves caught in a valuation anomaly. Investors have fixated heavily on near-term debt and leverage metrics, temporarily overlooking the structural scarcity of turnkey AI facilities.
