The real test for the artificial intelligence build-out is what happens in 2028, analysts say
Summary
Analysts are monitoring upcoming midterm elections to gauge the future of infrastructure development in the artificial intelligence sector. Financial experts point toward 2028 as a critical period for evaluating the sustainability and long-term impact of current data center expansions.
JPMorgan’s Michael Cembalest is worried about data center build-outs following midterm elections, and he’s looking two years ahead.
Source: Read the full story at MarketWatch.com - Top Stories
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