Baird analyst Tristan Gerra said he had less visibility into data-centre forecasts for 2027, and expects hyperscalers' AI capital spending growth to slow to about 40% or less next year.
Baird analyst Tristan Gerra said he had less visibility into data-centre forecasts for 2027, and expects hyperscalers' AI capital spending growth to slow to about 40% or less next year.
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