prediction
While data center demand remains solid, supply delays in the US can be an opportunity outside the US.
A prediction by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
데이터센터 수요가 여전히 견고한 가운데, 미국에서의 공급 지연은 미국외 지역에서 기회가 될 수 있습니다.
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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.predictionThey also announced power grid cost burdens and reduction of tax benefits.statementThe elected officials said they would halt new construction until new data center regulations are legislated.commitment
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