THE BOND MARKET JUST SENT AI AN ELECTRIC BILL

⚡ AI has a power problem.Dell is sitting on $95B of AI server backlog while Google is locking down hundreds of megawatts of geothermal power years in advance.That tells you where the real bottleneck is moving.Not chips.Power. Cooling. Fiber. Land. Interconnection. Financing.And with the 10 year Treasury pushing toward 4.8%, bad capital structures are getting exposed fast.Today’s GRO Money News breaks down where the real AI infrastructure opportunity is, what makes these projects bankable, and why a megawatt with a delivery date is worth more than a gigawatt in a pitch deck.🎧 Listen to today’s episode and share it with someone allocating capital into AI infrastructure.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369GRO MONEY PODcast and the accompanying newsletter are provided for informational and educational purposes only and do not constitute financial, investment, legal, tax, or accounting advice. Nothing herein is an offer to sell or a solicitation of an offer to buy any security or to participate in any investment strategy. Reliance upon any information provided is at your sole discretion and risk. Views expressed are those of the authors as of the publication date and may change without notice. While sources are believed to be reliable, no representation or warranty is made as to accuracy, completeness, or timeliness, and no duty to update is assumed. Past performance is not indicative of future results. Receipt of this content does not create a client, advisory, fiduciary, or brokerage relationship. You should consult your own licensed financial, legal, and tax advisers regarding your specific circumstances. Grobecker Holland International, its affiliates (including GRO GROUP), and their principals may hold positions or have business relationships related to companies or assets discussed.