The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers (Brooke Sutherland/Bloomberg)

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Summary

— Silicon Valley is in the midst of another epic boom, and Larry Ellison has Oracle right at the center of it, for better or worse.

First seen: 2025-12-13 20:52

Last seen: 2025-12-13 23:53

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