An AI Winter Is Coming: AI Data Center Stock Values Tanking - Part 1

46 · Subseacables Blogspot · July 11, 2026, 11:07 a.m.
Summary
This blog post discusses the significant decline in stock values of major AI data center companies such as Coreweave, META, Microsoft, and Oracle. It highlights issues like high capital expenditures versus low revenue from AI services, excess market capacity, and low switching costs for customers. The author draws parallels to the dotcom bubble's fiber optic overbuilding, suggesting a potential crisis in the AI sector similar to past tech bubbles.