Barclays warns data center equipment makers face pricing squeeze
Photo: Crypto Briefing
The bank says the boom for power and electrical gear suppliers is peaking as AI labs push to cut costs The companies selling picks and shovels to the AI gold rush may be about to learn what happens when the miners start haggling. Barclays analysts say the growth cycle for data center equipment vendors is peaking. They also warn that these suppliers face a rising risk of a pricing squeeze from the AI labs buying their gear. The bank’s report, dated October 20, 2026, focuses on vendors of power and electrical equipment for data centers.
Source: Crypto Briefing
