Aaron Back
@AaronBack
Global Editor of The Wall Street Journal's Heard on the Street column.
Previously with @wsj in Beijing and Hong Kong.
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My take:
Voters came out against data centers on Tuesday. But investors are taking a nuanced view of what that means for Big Tech
This included the circular business relationships between companies, the dubious assumptions used by hyperscalers to keep massive data-center investment off their books, and much more. Some links follow:
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