Conrad Quilty-Harper: Investors have conflicting concerns about tech companies' data centre spending

Conrad Quilty-Harper: Investors have conflicting concerns about tech companies' data centre spending
Investors question tech data centre spending

Conrad Quilty-Harper said investors appear to be simultaneously concerned that technology companies are spending too much on data centres and that they may not be able to spend enough on them.

Conrad Quilty-Harper has previously identified governance changes at major technology firms. He noted that Anthropic dismissed its UK accountant Grant Thornton in October 2025, as detailed in the Ant IPO prospectus. The event raised questions about oversight at the company.

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