---
title: "20% of new data center projects could be pushed to 2029. — 大摩 — DecisionGateway"
description: "prediction by 大摩, recorded recently — verbatim quote and source citation."
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prediction

# **20% of new data center projects could be pushed to 2029.**

A prediction by [**大摩**](https://dgw.tmarket.io/actors/01a1da7e-81c7-7baa-8a92-59221a94ac32). Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *20%新增数据中心项目或推至2029年*

hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71895)

[**大摩 dossier **](https://dgw.tmarket.io/actors/01a1da7e-81c7-7baa-8a92-59221a94ac32)

## **Discussion**

## **Related claims**

[**Data centers have entered a period of rapid construction.**clsvip · prediction](https://dgw.tmarket.io/claims/01a1cdd0-d5f9-7e82-b1b1-5ada7923cacc) [**Operators will continue developing data centers, though sometimes more slowly and probably shifting projects between states.**SESIÓN · prediction](https://dgw.tmarket.io/claims/01a1cc3a-8289-7b0d-a1f9-b1ffd4e57e9f) [**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) [**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 · prediction](https://dgw.tmarket.io/claims/01a1d7b3-a5f1-7308-9944-aa587eb02287) [**The outlook for the B2B business next year is positive, based on customer base expansion and order growth in the data center (DC) and AI segments.**report · prediction](https://dgw.tmarket.io/claims/01a1d4aa-b0c1-7542-92b0-1f126d146466) [**State-level policies restricting data center activity could begin after the term starts (first week of 2027).**post author · prediction](https://dgw.tmarket.io/claims/01a1d84a-da6f-7f61-b534-31c6d9524266)

## **More claims by 大摩**

[**40% of shipped chips may be unable to receive power before 2028.**prediction](https://dgw.tmarket.io/claims/01a1da98-705a-732d-b3c0-3cb32c5e0073)

[All claims by 大摩](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81c7-7baa-8a92-59221a94ac32)

[All claims](https://dgw.tmarket.io/claims)

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