[queenkjuul]

Disagree. The idea of rapid data center buildout, to the tune of gigawatts, is a major factor in the valuation of a bunch of companies. Overpromising and underdelivering, when such huge stock valuations are built on those promises, is a genuine problem. The hyperscalars can be building, but if they're building slower than their investors expect, it's still a real problem which can be fairly described as "falling behind schedule"