Chainfir Capital Says AI Infrastructure Valuations Reflect Delivery Risks, Not Weak Demand
Bitget2026/10/19 04:16- Chainfir Capital’s analysis sees AI infrastructure valuations repricing construction and power-delivery risks rather than weakening computing demand.
- Nscale investors are seeking an IPO valuation of US$ 16-19 billion, below its roughly US$ 30 billion target, Bloomberg reported.
- Roughly US$ 90 billion in lease commitments contrast with just over US$ 100 million in revenue, underscoring the gap before cash generation.
- Microsoft withdrew from Nscale’s planned Loughton data center, where grid officials warned power would not arrive until the 2030s.
- Nscale’s Norwegian flagship is roughly six months behind schedule, with 6.4 megawatts operational against a planned 30 megawatts.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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