Amazon, Microsoft among hyperscalers that benefit if a data center slowdown occurs: Ives (AMZN:NASDAQ)
· seekingalpha.com
Why a potential US data center slowdown could boost Microsoft, Amazon, Alphabet and Meta as AI capex shifts and existing capacity grows more valuable.
If a data center buildout does slow as a result of this month's midterm elections in the U.S., investment firm Yorkville Ives believes it could be “hugely bul...