prediction
Hana Securities judges that it would be unreasonable for the U.S. to actively impose data center regulations, given global AI technology competition tied to national security and economic hegemony and China's active support for its AI industry.
A prediction by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
하나증권은 미국이 데이터센터 규제를 적극적으로 단행하기에는 무리가 있다고 판단함.
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As the tenant is confirmed and orders continue, the upside for GS건설's share price is expected to open.predictionKorea can also be an opportunity, and there are sites where construction can begin immediately if leasing is confirmed; GS동해데이터센터 is such a place.statementDemand movement is expected to occur to countries equipped with sites, power, and capital.predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.predictionThey also announced power grid cost burdens and reduction of tax benefits.statement
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