Macro Finance
Niles: AI Trade Faces Repricing Amid Data Center Risks
Bloomberg Markets·November 6, 2026·1 min read
Niles Investment Management founder Dan Niles said the AI trade is entering a tougher phase as US data-center constraints, falling token prices and higher funding costs force investors to reassess valuations. He spoke with Haslinda Amin on "Insight with Haslinda Amin." The comments point to repricing risk across AI-linked assets as the economics of the buildout come under scrutiny.
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