Wall Street May Have Lost $2.5 Trillion, but This 30% Warning Could Be an Even Bigger Problem for AI Stocks
Source ↗
👁 0
💬 0
The post Wall Street May Have Lost $2.5 Trillion, but This 30% Warning Could Be an Even Bigger Problem for AI Stocks appeared first on 24/7 Wall St..
One Number: 30% of 2028 Capacity at Risk
About 30% of the data-center capacity the U.S. plans to add in 2028 could be at risk, according to a UBS estimate reported by Reuters. That figure is an analyst estimate of proposed capacity additions. It is separate from capital spending companies have already committed. It matters most to NVIDIA (NASDAQ:NV
One Number: 30% of 2028 Capacity at Risk
About 30% of the data-center capacity the U.S. plans to add in 2028 could be at risk, according to a UBS estimate reported by Reuters. That figure is an analyst estimate of proposed capacity additions. It is separate from capital spending companies have already committed. It matters most to NVIDIA (NASDAQ:NV
Comments (0)