
Cris Sheridan and Tom Essaye discuss the booming AI data center and memory chip market, exploring its sustainability and impacts on tech investments.
May 27, 2026 – FS Insider's Cris Sheridan and Tom Essaye discuss the AI data center and memory chip boom, surging tech capex, market impacts, and if this growth is sustainable. Key insights for investors following AI, tech trends, and valuations...
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