---
title: "Although new data center permitting delays may slow the pace of investment, the total amount of AI… — FICC리서치부 전략/시황: 이경민 — DecisionGateway"
description: "prediction by FICC리서치부 전략/시황: 이경민, recorded recently — verbatim quote and source citation."
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prediction

# **Although new data center permitting delays may slow the pace of investment, the total amount of AI investment will be maintained.**

A prediction by FICC리서치부 전략/시황: 이경민. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *신규 데이터센터 인허가 지연으로 투자 속도는 둔화될 수 있지만, AI 투자 총량은 유지될 것이라는 해석.*

daishinstrategyPublished 2026-11-09 [ Read source](https://t.me/daishinstrategy/6405)

## **Related claims**

[**Democratic wins in the midterms are raising the possibility of stronger AI data center regulation and construction slowdown concerns, which is weighing on investor sentiment.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c527-7c13-9d24-90dbddfebac6) [**About 30% of new U.S. data center operating capacity is expected to be concentrated in Texas by 2028, so tighter regulation would inevitably significantly affect AI infrastructure investment.**post author · prediction](https://dgw.tmarket.io/claims/01a1d72c-f976-7cb4-bb40-977705488c3d) [**Because AI investment has become a major growth driver of the US economy, a slowdown in investment pace and worsening funding conditions are also a burden on the broader economy.**하나 Global ETF · prediction](https://dgw.tmarket.io/claims/01a1ceab-9304-7d4c-b36d-5b3004938ae4) [**Big tech's AI infrastructure investment continues to expand, and combined with high rates and a monetization lag, cash flow and funding burdens are increasing.**하나 Global ETF · prediction](https://dgw.tmarket.io/claims/01a1ceab-92a9-7dcb-926a-8dea51ab7dcf) [**Growth in AI-related investment may slow, and related projects will face stricter scrutiny, with investors focusing on whether project revenue can cover costs and support debt repayment.**穆迪评级 · prediction](https://dgw.tmarket.io/claims/01a1cbdc-3b9e-7661-b74f-f5ca7a68018f) [**지정학적 상황과 빅테크의 AI 경쟁을 고려하면 AI 투자가 단기간에 크게 둔화될 가능성은 낮고, N사향 신규 CCL 공급사 진입 가능성도 제한적이다.**하나증권 IT 김민경 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-ba95-79ed-b7d8-1ebabc80b06d)

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