AI sector cannot keep up with data centre demand

Описание: As Nvidia jumps 1.8% to return to highs, despite a US market dip overnight, moomoo's Michael McCarthy says appetite for AI stocks just keeps surging. But Microsoft is now warning there are not enough data centres to keep up with AI demand into next year, and supply won't step up for some time, explains Jessica Amir.

00:00 Market wrap 📰
01:50 Focus on data centres🔎
04:50 Today's watchlist ⬇️

Iren rockets up: https://www.moomoo.com/stock/IREN-US
Delta Air Lines outperforms: https://www.moomoo.com/stock/DAL-US
Lynas could return to high: https://www.moomoo.com/stock/LYC-AU

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