The article discusses the current surge in investments within the datacenter industry, drawing comparisons to the dotcom era. With a record $73 billion spent on mergers and acquisitions in 2024 and increasing interest from investors, industry experts like Fabrice Coquio caution that this trend may indicate a speculative bubble driven by AI optimism. Coquio points out that while AI could significantly enhance productivity, there is a risk due to inexperienced investors entering the market without a full understanding of the technology and its potential.
Today I am telling you there is AI inside. So buy it.
It's the expression of a typical bubble.
The driver of AI is a big thing... this might change drastically the future.
Some traditional investments in real estate are not that important, people are looking to invest their amazing capacity of available funds in new segments.
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