allegation
Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI data center construction.
A allegation by 모건스탠리. Statements are as reported by the cited publishers — not verified by DecisionGateway.
모건스탠리는 미국 중간선거가 AI 데이터센터 건설 속도를 실질적으로 교란하고 있다고 분석함
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A Democratic landslide in the US midterm elections raised concerns about a slowdown in AI data center investment.대신증권 이경민 · allegationDemocratic 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 · statementIn the US midterm elections, opinions on domestic data center construction were strongly reflected.하나증권 · statementThe Democratic Party's midterm victory could expand cost-sharing regulations on US data centers, and some delays may appear in the process.현대차증권 시황/전략담당 김재승 · predictionThe market worries that political constraints on AI infrastructure investment will grow depending on the outcome of the U.S. midterm elections, but related policy is expected to move toward requiring corporate cost-sharing and securing resident acceptance.하나 자산배분/해외크레딧 이영주 · predictionAfter the U.S. midterm elections, political uncertainty eased, but volatility widened as the Nasdaq plunged on concerns over data center regulation and slowing AI investment.하나증권 · statement
More claims by 모건스탠리
The AI capital expenditure cycle is likely to lengthen overall.predictionWith three pressures overlapping—power shortages, political resistance and rising costs—capital is rapidly moving to overseas markets such as Southeast Asia and India.allegationUp to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.predictionAbout 5GW of capacity could be delayed from 2028 to 2029.prediction
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