Gary Marcus: AI data center demand has already passed its peak as projects get killed
GaryMarcus · x · 2026-11-04
Gary Marcus cites Bloomberg reporter deebosa's analysis: while AI data center demand still has an upside case, rising yields raise the cost of betting on it, widening the cone of uncertainty in real time — and announced data center projects are already being killed. Marcus concludes demand has "ALREADY" peaked.
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