AI stock selloff adds risk to data center buildout
AIB Data Centers CFO Jolienne Halisky said the AI stock selloff adds uncertainty to the US data center buildout, with financing for new projects potentially costlier and slower as lenders reassess risk, while permitting, power and chip supply remain constraints. She discussed the company's first Texas data center, concerns about anchor tenant Nebius, and expects the AI market rout to be temporary.