Wall Street May Have Lost $2.5 Trillion, but This 30% Warning Could Be an Even Bigger Problem for AI Stocks
Rich Duprey's 247wallst.com article argues that a UBS estimate cited by Reuters — that about 30% of planned 2028 U.S. data-center capacity could be at risk — may hurt AI stocks like NVIDIA more than the roughly $2.5 trillion market selloff, by moving the debate from demand to delivery. It notes NVIDIA shares fell 21.4% over the past month, its supply obligations reached $279 billion, and CFO Colette Kress calls it a supply-constrained outlook, while investors favor data-center landlords like Digital Realty with 1.5 gigawatts under construction and 63% pre-leased.
