Dan Ives Says Microsoft Amazon and Meta Win Big as Data Center Slowdown Looms

Bản dịch chưa sẵn sàng. Đang hiển thị bài viết gốc.

This article first appeared on GuruFocus. Dan Ives of Yorkville Ives said a potential slowdown in U.S. data center construction could favor major cloud providers with operating capacity, according to a Monday research note. He cited midterm election results and Texas governor Gina Hinojosa's approach to data center development, where SpaceX (NASDAQ:SPCX) and Tesla (NASDAQ:TSLA) have large operations. Warning! GuruFocus has detected 6 Warning Signs with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator.AMZN GF Value chart Ives estimated that 10% to 30% of planned U.S. data centers may not be built over the next 18 months under a "Blue Wave" scenario. He said firms with available gigawatts and GPUs could become more valuable.