"AI" infrastructure investors are getting nervous. Moody's, the rating agency, explains why and suggests to use satellites to check for discrepancies between announcements and reality on the ground: Power without delivery Geospatial monitoring, AI infrastructure buildout, and the emerging credit implications for private credit markets July 31, 2026 https://www.moodys.com/web/en/us/insights/credit-risk/private-credit/power-without-delivery.html