AI Selloff Exposes the Gap Between Compute Demand and Buildable Capacity
A sharp market selloff has put the assumptions behind the AI buildout under scrutiny: whether data centers can be built on schedule, whether companies can win local support and whether customers will spend enough to justify the investment. TBPN hosts John Coogan and Jordi Hays argue that demand alone does not settle those questions, while noting that established businesses such as Take-Two can draw investor confidence from a broad catalogue of proven franchises. Take-Two chief executive Strauss Zelnick made that case by pointing to the company’s range of successful games, not just Grand Theft Auto.
TBPN·Nov 5, 2026·17 min read