Massive U.S. Data Center Delays and Cancellations Are Good for These 3 AI Stocks
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Delays and cancellations of US data center projects are benefiting AI stocks like IREN, Cipher Digital, and Nebius. These companies have secured advantages in the AI buildout phase, making them worth watching.
The US is seeing a surge in AI data center construction, with big tech leaders investing billions. However, half of these projects have been delayed or canceled due to supply shortages. IREN, Cipher Digital, and Nebius are benefiting from this trend. IREN has secured over 4.5 gigawatts of renewable energy for its AI data centers and buys its own Nvidia chips. Cipher Digital operates on a low-risk model, while Nebius has landed lucrative deals, including a $27 billion agreement with Meta Platforms.
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