AI sector cannot keep up with data centre demand
Oct 10, 2025•9 min•Ep. 147
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Episode description
As Nvidia jumps 1.8% to return to highs, despite a US market dip overnight, moomoo's Michael McCarthy says appetite for AI stocks just keeps surging. But Microsoft is now warning there are not enough data centres to keep up with AI demand into next year, and supply won't step up for some time, explains Jessica Amir.
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