Core Insights - The data center market is experiencing a pause rather than a complete bust, with strong long-term growth signals driven by AI deployments [2][4][8] - Major players like Amazon and Nvidia reaffirmed the strength of the data center market, indicating ongoing strong demand [3][7] - Microsoft has decided to halt its planned data centers in Ohio, reflecting a strategic reevaluation amid the AI rush [5][6] Industry Trends - The data center industry is undergoing a temporary pause, with significant project pipelines still in place, particularly for AI training models [4][8] - Power availability is becoming a critical factor for data center development, with new centers requiring significantly more electricity than before [10][11][12] - The data center market is projected to grow at a rate of 20%–25% over the next five to seven years, despite year-to-year variations [16] Company Strategies - Microsoft is focusing on projects that align with its investment strategy, having increased its leased capital expenditures significantly [6] - Companies are expected to implement cost-mitigation strategies in response to potential tariff impacts on supply chains [17][18] - The need for efficient compute power solutions is rising due to the demands of AI, prompting a shift in data center project dynamics [19]

Bank7 Corp. (BSVN) Q1 2025 Earnings Conference Call April 10, 2025 09:00 AM ET Company Participants Operator - Conference Call OperatorKelly Harris - Chief Financial OfficerTom Travis - President and CEOBrad Haynes - ChairmanJason Estes - Chief Credit Officer Conference Call Participants Nathan Race - Analyst, Piper SandlerWoody Lay - Analyst, KBWMatt Olney - Analyst, Stevens Brad Haynes Welcome to Bank 7 Core's first quarter 2025 earnings call. Before we get started, I'd like to highlight the legal informa ...