NextDC reportedly plunges 41.7% after power-grid delays

A post says NextDC fell 41.7% after power-grid delays forced it to cut its 2027 forecasts and pause new projects. It asks whether grid capacity is AI’s real bottleneck. A separate market roundup says power shortages and deployment delays have reportedly left some Amazon AI hardware idle, while Amazon disputes broader planning problems. The roundup also relays Citadel founder Ken Griffin’s warning that investors are “almost certainly” in an AI bubble.