I don't think AI is bounded by data center build outs

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.
Why it matters: This critique is coming from inside the AI optimist camp.

building data centers I not the answer to more powerful AI. the limitation is the chips, and yea I get it you need a place to put the chips and power for them. I find it hard to believe that companies won’t optimize their existing datacenter for this. but we’ll see

_{Quote Citation: Dan Primack, “Groq investor sounds alarm on data centers”, Dec 29, 2025, https://www.axios.com/2025/12/29/groq-alex-davis-data-center-concerns}