The Massive AI Data Center Deal Nobody's Talking About — And You Can Invest
🎧 Prefer to listen? Your browser does not support the audio element. I’ve been watching the AI infrastructure space for a while now, and something just happened that deserves way more attention than it’s getting. Yesterday — June 16, 2026 — a company called Coherent Corp broke ground on a $650 million expansion of its semiconductor facility in Sherman, Texas. Jensen Huang, the CEO of NVIDIA, was literally there with a shovel. And if you’re wondering why the CEO of a trillion-dollar AI company is flying to a small town an hour north of Dallas for a groundbreaking ceremony, that’s exactly the right question. ...