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The enthusiasm for Datacenters has not diminished, but the giants have indeed pressed the "pause button."
Analysis indicates that overall capital expenditure in AI remains strong, and market demand is not retreating but is rather in a "temporary pause." According to McKinsey's forecast, the Datacenter market is expected to maintain a growth range of 20% to 25% over the next five to seven years, although the growth rate will fluctuate year by year.
Applied Materials (NasdaqGS:AMAT) Surges 10% In One Week
Applied Materials (NASDAQ:AMAT) Is Paying Out A Larger Dividend Than Last Year
Uber, Palo Alto, Applied Materials, And A Financial Stock On CNBC's 'Final Trades'
Express News | CNBC Halftime Report Final Trades: KKR & Co., Palo Alto Networks, Applied Materials, Uber Technologies
STMicroelectronics Leads Chip Stocks Higher, While Investors Await Intel Results
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AlexAndrews : nope