Dan Ives says midterm results will slow AI data center buildout, sees Big Tech capex growth peaking in 2027

Dan Ives says the midterm results will slow the AI data center buildout, now expecting Big Tech's capex growth to peak in 2027, earlier than his previous 2028-2029 view. He expects 10% to 20% of the 800 to 1,000 planned US AI data centers could be scrapped or face long delays.

Detected & updated continuously · Source: Nebula