Traded Value
TQQQ Return RateI don't understand people who are now saying that US AI data center investments are excessive and in a bubble.
$Alphabet(GOOGL.US)$Microsoft(MSFT.US)$Amazon(AMZN.US) all mentioned in their latest earnings calls that there are hundreds of billions of dollars in AI cloud backlogs and they had to reject many orders, which clearly indicates a serious shortage in AI data center construction.
However, I do think there are risks in the capital expenditures of AI companies like Meta/OpenAI with unclear commercialization paths.
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