Canary Capital CEO warns the AI boom is already overbuilt, with companies stockpiling GPUs they haven't even installed “Anthropic put out their S1 yesterday. They're frantically trying to get an IPO done while there's still money in the market” “A lot of data centers have been built, and there's actually been an overbuilding of data centers and overbuying of GPUs. And a lot of the large companies are just buying GPUs and they haven't even set them up yet” “They're buying them because they're afraid of potential scarcity. But as far as compute, we have too much compute right now ... I believe there's gonna be some consolidation. A lot of the smaller hyperscalers are gonna have issues”