allegation
With three pressures overlapping—power shortages, political resistance and rising costs—capital is rapidly moving to overseas markets such as Southeast Asia and India.
A allegation by 모건스탠리. Statements are as reported by the cited publishers — not verified by DecisionGateway.
전력 부족, 정치적 저항, 비용 상승이라는 세 가지 압력이 겹치면서 자본이 동남아시아, 인도 등 해외 시장으로 빠르게 이동하고 있으며
Discussion
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Demand movement is expected to occur to countries equipped with sites, power, and capital.하나증권 · predictionCompanies will expand to new regions and overseas in response to existing site costs and permitting burdens, and stronger grid connection screening, as seen in Texas ERCOT interconnection applications, can filter out speculative demand and allocate resources to necessary projects over the medium to long term.하나 자산배분/해외크레딧 이영주 · 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 · predictionFour pressures overlap: new production capacity coming online at the end of 2027, delayed data center construction, shrinking HBM premium, and NAND spot prices plunging about 20% in two weeks.Shawn Kim · statementRising energy prices from the Middle East war, surging power demand from AI data centers, and moves to start construction before tax credit expiration are driving strong U.S. clean energy investment.cjdbj · statementPermitting requirements and cost-sharing at major data center hubs will be strengthened, diversifying locations to new regions while speculative demand will be filtered out.데이터센터 비용 구조 재편 · prediction
More claims by 모건스탠리
The AI capital expenditure cycle is likely to lengthen overall.predictionUp 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.predictionMorgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI data center construction.allegation
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