Shares of data center infrastructure-related companies are trading lower amid concerns with the overall AI outlook from possible changes to Nvidia capital discipline and fewer deals in vendor financing, private credit dealmaking, and guarantees. Also, rising bond yields and Fed rate expectations represent a funding risk for the sector.

Shares of data center infrastructure-related companies are trading lower amid concerns with the overall AI outlook from possible changes to Nvidia capital discipline and fewer deals in vendor financing, private credit dealmaking, and guarantees. Also, rising bond yields and Fed rate expectations represent a funding risk for the sector.