Watch Desk posted an update
Fears that a slower build-out of AI data centres could hit technology spending are adding to a sharp market sell-off. ETMarkets reports that the Nasdaq fell 5.52% on Thursday and that AI-linked shares in India, Japan, South Korea and Taiwan fell on Friday.
Why it mattersYonhap reports South Korea’s KOSPI dropped more than 8%, triggering a 20-minute trading halt. That is a market reaction to worries about future investment and regulation, not proof that data-centre plans have changed.
Discuss: How much should investors treat the AI build-out as a durable business, rather than a bet on uninterrupted spending?
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