Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

微软预测显示数据中心瓶颈将持续至2026年

Bloomberg Intelligence

2025-10-11

16 分钟
PDF

单集简介 ...

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses why Microsoft's data-center crunch will continue for longer than the company has previously outlined, with many US data center regions experiencing shortages of physical space or servers.-Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses the latest on Stellantis. According to Bloomberg Intelligence: Of the Big Three automakers, Stellantis appears the most exposed to President Donald Trump's proposed 25% tariffs on medium- and heavy-duty trucks, given its reliance on Mexican-built Ram models, while Ford and GM's US-based production largely shields them. That could prompt reshoring, as Rams generate significantly higher margins than mass-market vehicles.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses why Dick's Sporting Goods and Ulta Beauty look poised for above-average 2H sales growth among US consumer hardlines retailers, as resilient demand extends 1H momentum despite cautious outlooks. See omnystudio.com/listener for privacy information.
更多

单集文稿 ...

  • The FIFA World Cup 26 is coming to North America.

  • Get closer to where business meets the beautiful game with a hospitality package featuring premium seats and entertainment.

  • Get closer to wins on and off the pitch.

  • Register interest at hospitality.fifa.com slash interest.

  • There are so many big names and equities to keep track of and our stock movers report is the best way to find out which individual names are making the biggest moves every day.

  • Stock Movers consists of short audio reports, they're five minutes or less,

  • delivered right to your podcast feed throughout the day.

  • We'll bring you conversations on the day's biggest winners and losers in equity markets and explain the news and the data that's driving those gains and losses.

  • Listen a couple of times throughout the day to find out what's moving equities and why.

  • Just search for Stock Movers on Spotify, Apple Podcasts or anywhere you listen.

  • Get the latest stock news and data backed by reporting from Bloomberg's 3,000 journalists and analysts across the globe.

  • Subscribe to Stock Movers wherever you get your podcasts.

  • Podcasts, radio, news.

  • You're listening to the Bloomberg Intelligence podcast.

  • Catch us live weekdays at 10 a.m.

  • Eastern on Apple CarPlay and Android Auto with the Bloomberg Business app.

  • Listen on demand wherever you get your podcasts or watch us live on YouTube.

  • Speaking of technology, piece of news out.

  • I thought it was really interesting.

  • Scarlet Microsoft saying, hey, we're not going to have as much, I guess, data center.