AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

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AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

benzinga.com/analyst-stock-ratings/analyst-color/25/10/48083751/ai-boom-analyst-says-dismissing-fears-of-risky-financing-deals

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.
The fundamental drivers of AI growth will be data center expansion and access to power, rather than financing gimmicks, he added.
OpenAI's…

This story appeared on benzinga.com, 2025-10-07 17:28:43.