SB Energy and Holtec IPO Delays Test AI Infrastructure Demand Before Anthropic Listing
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SB Energy and Holtec have delayed planned public listings, putting the financing of AI data centers and power supply under fresh scrutiny before Anthropic's expected market debut. The setbacks do not end the AI infrastructure build-out, but they show public-market investors are demanding proof that multibillion-dollar plans can become operating assets and durable cash flow.
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