statement
Korea can also be an opportunity, and there are sites where construction can begin immediately if leasing is confirmed; GS동해데이터센터 is such a place.
A statement by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
이에 따라 한국도 기회가 될 수 있있으며, 임차만 확인된다면 착공을 바로 시작할 수 있는 현장도 존재합니다. GS동해데이터센터가 그런 곳이며
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Data centers have entered a period of rapid construction.clsvip · predictionWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.하나증권 · predictionAs the tenant is confirmed and orders continue, the upside for GS건설's share price is expected to open.하나증권 · predictionIn the US midterm elections, opinions on domestic data center construction were strongly reflected.하나증권 · statementThe elected officials said they would halt new construction until new data center regulations are legislated.하나증권 · commitmentThe possibility of a full halt to AI data center construction is limited: federal-level halt probability is estimated below 5%, new halt probability in Texas, Georgia and Ohio is 15-30%, and the weighted halt risk for total planned construction volume is only 11%.FICC리서치부 전략/시황: 이경민 · prediction
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