Topic: data centers

Faktum AI articles about data centers.

Half-built data centers, GPU rows, and capital flows — illustration for structural analysis of the AI industry

Analysis 20 May 2026 at 16:28:18 12 min

Structural anomaly: why the AI industry does not compare to any previous bubble

Faktum AI analysis of the AI industry's exceptional structure — capex, physical build-out, circular financing, and time horizons that do not align in any prior technology cycle.