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data centers face pressure as deepseek raises concerns over ai spending
Barclays analyst Brendan Lynch warns that data center valuations may face pressure due to concerns over DeepSeek, which suggests high-quality AI models can be developed with significantly less infrastructure and cost. This could lead to a reassessment of the substantial capital investments made by U.S. hyperscalers in AI. Consequently, trading multiples for data centers are expected to contract, with Barclays maintaining an Equal Weight rating on Equinix, Underweight on Digital Realty, and Overweight on Iron Mountain.
Cloud Technologies Transforming Healthcare Market with Key Trends and Insights
The "Cloud Technologies in Healthcare Market" report provides a comprehensive analysis of the industry, covering product definitions, classifications, and key players such as Athenahealth and CareCloud Corporation. It examines market growth factors, segmentation by type and application, and regional insights, while addressing challenges and opportunities for stakeholders. The report also highlights trends and strategies for future development in the healthcare cloud technology sector.
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