SoftBank’s billion-dollar loss may have put a cap on AI’s natural gas ambitions
THE SO WHAT
SoftBank burning over $3 billion on pre‑ordered gas turbines for AI data centers is a warning shot—speculative, single‑fuel bets on AI power demand can go sideways fast. Data center and AI infra teams should diversify energy strategies and tie capex to contracted workloads, not macro AI growth narratives.
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