195 - Why Are AI Data Centres Being Cancelled in 2026?

In Episode 195 of the Diary of a UK Stock Investor Podcast this week:-

• (00:00) Show Start

This week Chris discusses news reports of Goldman Sachs 'betting against' tech, and the news that some data centres are being cancelled in 2026. But what's really going on?

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The Diary of a UK Stock Investor Podcast is a diary-style, educational podcast documenting Chris's long-term journey as a UK retail investor, with the personal goal of one day becoming a Stocks & Shares ISA millionaire.

Each episode reflects on the realities of long-term investing, including lessons learned, mindset, decision-making, and progress along the journey. The show also features listener correspondence, discussion of general market news from UK and US stocks, and educational explanations of investing concepts drawn from real-world experience.

From time to time, episodes may explore publicly available company financial statements to help listeners better understand how to read financial data and what different figures mean in practice. These discussions are for educational purposes only and are not intended to influence investment decisions.

The podcast does not provide investment advice, personal recommendations, or guidance on what to buy or sell. Chris does not disclose specific investment transactions or encourage listeners to follow any particular strategy. Any views shared are personal reflections only and may change over time.

All content is provided for general information and educational purposes and does not take into account individual financial circumstances. Investing involves risk, and listeners should always do their own research or seek advice from a Financial Conduct Authority authorised financial adviser before making investment decisions.

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