Dan Ives Says Microsoft Amazon and Meta Win Big as Data Center Slowdown Looms

What happened: Dan Ives said a potential slowdown in U.S. data center construction could favor cloud providers that already have operating capacity, per a Monday research note. Key numbers: Ives estimated 10% to 30% of planned U.S. data centers may not be built over the next 18 months under a "Blue Wave" scenario. Why it matters: Ives said firms with available gigawatts and GPUs could become more valuable, naming $MSFT, $AMZN, $GOOGL, $META and in some cases $ORCL as potential beneficiaries. He added the AI revolution will continue, though at a slower rate. Market: +0.7% today ($270.10), +19.2% YTD, 0.2x vol — as of 16:03 UTC Coverage: 3 outlets in 24h

Dan Ives said a potential slowdown in U.S. data center construction could favor cloud providers that already have operating capacity, per a Monday research note.

Ives said firms with available gigawatts and GPUs could become more valuable, naming $MSFT, $AMZN, $GOOGL, $META and in some cases $ORCL as potential beneficiaries. He added the AI revolution will continue, though at a slower rate. Market: +0.7% today ($270.10), +19.2% YTD, 0.2x vol — as of 16:03 UTC