statement
Dan Ives says this is a negative change factor for investment that will continue for years.
A statement by 댄 아이브스. Statements are as reported by the cited publishers — not verified by DecisionGateway.
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This 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 · predictionExcessive concerns about AI investment have been reversed.퀀틴전시 플랜 · statementThe Copom's decisions affect your investments.xp_investimentos · statementThe focus should be on a slowdown in pace rather than an actual halt in investment.대신증권 이경민 · statementEvercore says the Democratic Party's stance on data centers is unclear; the market worries but actual impact is uncertain, and if inflation and rates fall it could actually be favorable for investment.에버코어 · statementGlobal IB give a positive assessment.퀀틴전시 플랜 · statement