The Deuce: When will the markets realize data center growth is going to stall, at best?*

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When will the markets realize data center growth is going to stall, at best?*

Posted by Stu

on April 28, 2026, 7:40:12, in reply to "Nobody could have seen this coming"

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OpenAI recently saw revenue and new users growth that were below its own targets, according to a Wall Street Journal report. The report added that CFO Sarah Friar told leadership she was concerned OpenAI may not be able to pay computing contracts in the future if its top line doesn’t expand fast enough. Nasdaq pre-market down about 350

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Nobody could have seen this coming - larue33 April 28, 2026, 7:08:07

All these companies have the same underlying problem. The product they sell costs them - doubledown April 28, 2026, 8:31:41
When will the markets realize data center growth is going to stall, at best?* - Stu April 28, 2026, 7:40:12