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#data-center-capex News & Analysis

2 articles tagged with #data-center-capex. AI-curated summaries with sentiment analysis and key takeaways from 50+ sources.

2 articles
AINeutralCrypto Briefing · Jun 197/10
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Morgan Stanley estimates $2.9T in global data-center capex through 2028

Morgan Stanley projects $2.9 trillion in global data-center capital expenditure through 2028, driven by AI infrastructure demands. This massive investment wave could reshape financial markets and create new credit risks as companies race to monetize AI capabilities.

Morgan Stanley estimates $2.9T in global data-center capex through 2028
AIBullishCrypto Briefing · Jun 116/10
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Micron Technology’s stock rebounds as analysts predict growth driven by AI memory demand

Micron Technology's stock has rebounded on analyst optimism about AI-driven memory demand growth. While the rebound signals confidence in sustained high valuations within the tech sector, analysts caution that the stock remains vulnerable to volatility swings and potential valuation compression if growth expectations shift.

Micron Technology’s stock rebounds as analysts predict growth driven by AI memory demand