---
title: "A new AI bottleneck is starting to worry investors"
date: 2026-06-25
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6a3dd7a6501c4a95ab728f731b613eb7&url=https%3a%2f%2fwww.thestreet.com%2ftechnology%2fa-new-ai-bottleneck-is-starting-to-worry-investors&c=15428769360751487222&mkt=en-us
description: "The AI model race is getting all the attention. The infrastructure race underneath it is getting all the money ..."
---

# A new AI bottleneck is starting to worry investors

The AI model race is getting all the attention. The infrastructure race underneath it is getting all the money ...

*Published: 2026-06-25*