predictionSaid on 2026-11-05
Data centers are more likely to be partially delayed than canceled, and the issue is electricity bills and tax benefits rather than rejection of the industry itself.
A prediction by post author, said on 2026-11-05. Statements are as reported by the cited publishers — not verified by DecisionGateway.
다만 데이터센터는 무산 보다 일부 지연에 무게
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While data center demand remains solid, supply delays in the US can be an opportunity outside the US.하나증권 · predictionThis is a negative change factor for investment that will continue for several years; some investors see the 'pace adjustment' positively while others see it as a risk, and as a result of this outcome 10% of data centers will not be built.댄 아이브스 · predictionThe Democratic Party's stance on data centers is unclear; the market is worried, but whether there will be a real impact is uncertain, and if inflation and rates fall, it could actually be favorable for investment.에버코어 · predictionAfter the midterm elections, political constraints and regulation on infrastructure investment are expected to strengthen due to the problem of passing on data centers' electricity and water costs.AI 투자의 정치적 비용 부각 · predictionOperators will continue developing data centers, though sometimes more slowly and probably shifting projects between states.SESIÓN · prediction서스퀘하나는 데이터센터 규제가 강화되면 12GW가 취소될 수 있고, 최악의 시나리오에서는 반도체 매출이 최대 10% 감소할 수 있다고 분석했다.서스퀘하나 · prediction