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Bill Friend

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Compute & Infrastructure

Behind the Curtain: Data Centers and the Scarcity Game

June 21, 2026February 1, 2026 by Bill Friend

If data centers are just “sharks,” they are simply doing what sharks do—eating. You can’t blame a shark for being hungry. But you can blame the lifeguard who unlocks the gate to the beach and invites the shark in because he was promised a cut of the concession stand sales. We are told we live … Read more

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