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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.
Jim Cramer Says Salesforce, Inc. (CRM) Is 'Much More Disciplined Than The Critics Thought'
Salesforce Agentforce Showing 'Sweeping Innovation,' Needham Says
Salesforce Stock Soars Amidst AI Innovations
Airbnb, Salesforce, Netflix, Global Payments, FIS: Trending by Analysts
Salesforce, Inc. (CRM) Price Target Cut to $315 Amid AI Adoption Challenges and Slowing Growth
Needham Maintains Salesforce(CRM.US) With Buy Rating, Maintains Target Price $400