The reason for this is that the trade war between the United States and China, especially the Trump administration’s decision to assign up to 145% on Chinese electronics. This already affects large IT CT companies and can slow down the development of data centers that feed AI-bottom.
Alphabet and Microsoft announced that they are ready to invest $ 155 billion this year this year. However, against the background of uncertainty, customers begin to save, and analysts note signs of reducing the renting of the capacity of data centers.
Amazon and Microsoft are already designed for electric Gigatians. There was a share under the coup. For the year, Nvidia newspapers fell 26%and the alphabet -20%. The total activation of companies “magnificent seven” decreased by 5 trillion dollars after the summit at the end of 2024.
However, experts believe that AI will remain a priority. According to JP Morgan, only the construction of data centers will be up to 0.2% to the growth of the US economy in 2025-2026.
Source: Ferra
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