How much does the AI slowdown talk actually matter for data center stocks?
Was looking into data center stocks over the weekend and then saw Amodei calling for slowing frontier AI development, with Altman and Musk backing him.
If this actually leads to slower AI capex, I’d assume the more direct data center plays get hit harder than the hyperscalers themselves.
How much of a risk do you guys think this actually is, especially for names like VRT, ETN, CRWV and APLD?