Investors are losing faith in the AI data centre boom. Australia's NextDC has collapsed 40% after delays to its Melbourne site, Firmus shelved a multi-billion listing and Nscale struggles for buyers, while CoreWeave fell 15% in a day. Analysts reckon OpenAI and Anthropic must lift revenues 80% a year for six years. https://theconversation.com/shares-in-this-data-centre-company-are-down-40-as-investors-lose-faith-in-the-ai-story-294871 #AIagent #AI #GenAI #AIInfrastructure
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