According to CNBC, wall Street is optimistic about big tech companies and their data center construction plans, despite a memory shortage and the Iran war.
CNBC reported that tech hyperscalers are addressing Wall Street for the first time since the U.S.-Iran war triggered a surge in oil prices.
The companies had previously announced plans to invest over half a trillion dollars in AI infrastructure this year.
The energy market has experienced a notable shift, with oil prices rising sharply due to the conflict.