UII UPDATE 427 | OCTOBER 2025
Intelligence Update

AI uncertainty: bubble trouble brewing

OPINION: AI uncertainty (part 2)

In a recent report (see AI uncertainty: more adoption, more caution), Uptime Intelligence discussed how data center owners and operators are attempting to de-risk their AI deployment strategies until customer demand and technology roadmaps are clearer. They are doing this by adopting flexible, upgradeable designs where possible, by extending the life of existing infrastructure, and by deferring major investments until they are clearly needed.

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