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Data center and neocloud stocks stay under pressure as investors weigh rising competition from SPCX and Meta. Jonah Lupton says the U.S. may still need 200GW to

BWB News TV • 2026-08-10 16:47 UTC • By Billy Odell Tucker-Robinson
Data center and neocloud stocks stay under pressure as investors weigh rising competition from SPCX and Meta. Jonah Lupton says the U.S. may still need 200GW to
Data center and neocloud stocks stay under pressure as investors weigh rising competition from SPCX and Meta. Jonah Lupton says the U.S. may still need 200GW to 300GW of added capacity over the next five years.
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