Tech Brew Ride Home The Pivot To AI Datacenters
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Dec 16, 2025 The tech landscape faces geopolitical challenges, particularly with the U.S. pausing a key deal with the U.K. There's speculation about a second mini-tech recession this year. Ford is innovatively pivoting to support datacenters by utilizing battery storage. Meanwhile, Hollywood grapples with a schism over generative AI, as studios and talent clash over its implications for creativity and contracts. Concerns linger in the investment world, with AI infrastructure stocks like Broadcom and Oracle taking a hit.
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Trade Deal Paused Over Tech Rules
- The U.S. paused a tech prosperity deal with the U.K. over Britain's online safety rules and digital services taxes.
- The pause shows trade policy is now a lever to push allied governments on tech and market access.
AI Datacenter Build-Out Faces Financial Strain
- AI infrastructure stocks have plunged despite strong revenue growth as investors worry about financing and ROI.
- High debt loads and construction delays at companies like CoreWeave exposed the fragility of the AI data center build-out.
Watch ROI And Debt For AI Plays
- Expect AI infrastructure companies to need clear ROI narratives to keep funding flows.
- Watch capital-expenditure plans and debt metrics as indicators of sustainable AI investment.