Data Center Developers Now Face Over $5 Million in Daily Delay Penalties, With KKR Warning Late Fees Could...

Data center developers are now facing over $5M in daily penalties for delays, with KKR warning that late fees could bankrupt more builders than rising interest rates.
That lines up with what $SPCX's Elon Musk and $NVDA CEO Jensen Huang have been saying about power and cooling slowing AI expansion, while $AMZN CEO Andy Jassy says AWS is already booking capacity into 2028.
The author says this is exactly why they keep adding to their AI power positions during this drawdown.