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 Bangia on AI valuations 00:11:03 - JERA, Elice Korea's Elice on Asian data centers 00:12:11 - SK Hyper CEO Chung Suk-geun on raising $350B for AI buildout 00:17:48 - Bloomberg New Economy panel on scaling AI factories 00:18:46 - Taiwan's Delta Electronics on demand for AIDC components -------- Like this video? Subscribe to Bloomberg Tech on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg   Watch the latest full episodes of "Bloomberg Tech" with Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ   Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X: https://twitter.com/technology Facebook: https://www.facebook.com/BloombergTechnology Instagram: https://www.instagram.com/bloombergbusiness/   Follow Ed Ludlow on X here: https://twitter.com/EdLudlow   Listen to the daily Bloomberg Tech podcast here: https://www.bloomberg.com/podcasts/series/bloomberg-technology   More from Bloomberg Business Connect with us on... X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ TikTok: https://www.tiktok.com/@bloombergbusiness