Are AI Data Centers Overvalued?

Investors are growing more critical of AI investments, especially data centers. But while neocloud stocks are under pressure, many believe the demand for computing resources remains strong -- and investment needs to happen now. In this episode of Bloomberg Tech: Asia, Annabelle Droulers and Shery Ahn speak with experts and executives on what's driving data-center valuations spending and take a closer look at demand through the eyes of a critical supplier to the industry. Chapters: 00:00:29 - Neoclouds & data center stocks under pressure 00:01:51 - Bloomberg's Vasu Kasibhotla and Sunny Ban