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AI Data Center Power and Infrastructure Buildout Economics

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Morning Call · May 6, 2026

Morning Call 5/6/26

U.S.-Iran Peace Negotiations and Strait of Hormuz Resolution Semiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)AI Cybersecurity Vulnerabilities and Patching Timeline Energy Market Volatility and Geopolitical Risk Premium Industrial Equipment Demand from AI Infrastructure (Caterpillar, Vertiv, GE Vernova)