2323 GMT - A key question raised by the performance of DeepSeek and the potential emergence of other cheap AI models is whether they will affect demand for data centers including those operated by NextDC, Citi analyst Siraj Ahmed says. He doesn't anticipate any short-term impact on contracts or demand, and reckons that hyperscalers will continue to deploy capacity in response to customer demand. However, Ahmed tells clients in a note that NextDC shares could still suffer and that there are possible risks to longer-term data-center demand. Citi has a last-published A$20 target price and buy rating on NextDC. Shares are down 8.9% at A$14.49. (stuart.condie@wsj.com)
(END) Dow Jones Newswires
January 27, 2025 18:23 ET (23:23 GMT)
Copyright (c) 2025 Dow Jones & Company, Inc.
免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。