Former Trump economic adviser Gary Cohn says Big Tech’s data centers just got more valuable overnight
“The data centers you have going in the ground are actually more valuable today than they were yesterday”
“You can rent them for more, you can use them for more”
“These companies are going to be forced by no choice of their own to become positive cash flow companies again”
Cohn, now IBM vice chairman, says limits on new builds favor owners like Amazon, Google and Meta over suppliers like CoreWeave, as
$CRWV $ORCL fell and $AMZN $MSFT rallied after the blue wave
The data center backlash could turn the biggest capex spenders back into cash machines
via @SquawkCNBC
Former Trump economic adviser Gary Cohn says Big Tech's data centers just got more valuable overnight
"The data centers you have going in the ground are actually more valuable today than they were yesterday"
"You can rent them for more, you can use them for more"
"These… pic.twitter.com/VXcAVRTl30
— StockMarket.News (@_Investinq) November 4, 2026
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