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Amid renewed jitters in AI stocks and a sharp drop in CoreWeave bonds, Anita Verma-Lallian of Arizona Land Consulting says the market is repricing excess hype, not losing demand for viable data-center projects. She describes AI infrastructure as facing a delivery constraint: sites with land, power, zoning and infrastructure are attracting more demand than ever. She speaks with Romaine Bostick & Kristine Aquino on "The Close." (Source: Bloomberg)

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