Investors are growing more critical of AI investments, especially data centers. But while neocloud stocks are under pressure, many believe the demand for computing resources remains strong -- and investment needs to happen now. In this episode of Bloomberg Tech: Asia, Annabelle Droulers and Shery Ahn speak with experts and executives on what's driving data-center valuations spending and take a closer look at demand through the eyes of a critical supplier to the industry. (Source: Bloomberg)
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