Wall Street is weighing how a possible slowdown in AI model development could affect U.S. data center buildout, after AI infrastructure stocks fell and Oracle, Vertiv, GE Vernova and Caterpillar dropped.

Sep 15, 2026 - 06:25

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Wall Street is weighing how a possible slowdown in AI model development could affect U.S. data center buildout, after AI infrastructure stocks fell and Oracle, Vertiv, GE Vernova and Caterpillar dropped.

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