Sector Investment 3h Briefing
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Last updated: March 13, 2026, 8:32 AM ET
Technology & Energy Infrastructure
OpenAI CEO Sam Altman cautions on AI power shortfall, acknowledging acute near-term infrastructure gaps despite long-term certainty in scaling generation. His "hoping for a miracle" remark sharpens investor focus on energy bottlenecks, potentially delaying capital-intensive data center builds and reshaping funding priorities across the AI and utility sectors.