Dan PrimackIllustration: Brendan Lynch/AxiosVenture capitalist Alex Davis is "deeply concerned" that too many data centers are being built without guaranteed tenants, according to a letter being sent this morning to his investors.Why it matters: This critique is coming from inside the AI optimist camp.Davis' firm, Disruptive, recently led a large investment in AI chipmaker Groq, which then signed a $20 billion licensing deal with Nvidia. It's also backed such unicorn startups as Reflection AI, S...