Wall Street weighs AI slowdown risk to data center buildout — SkimNews
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- Wall Street is weighing the prospect that an AI slowdown could weigh on the data center buildout, according to CNBC.
- Digital Realty CEO pushed back on the bearish framing, telling CNBC a potential AI slowdown is not the "end of the world" for data center real estate.
Why it matters: Data center REITs like Digital Realty have ridden the AI capex wave; even a tempering of that narrative now creates a credibility test for whether the buildout remains structural or cycle-sensitive. The Washington Post flags a macro dimension — AI companies have buoyed broader U.S. economic activity, so any deceleration cuts two ways at once.
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