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predictionThe AI capital expenditure cycle is likely to lengthen overall.모건스탠리allegationWith three pressures overlapping—power shortages, political resistance and rising costs—capital is rapidly moving to overseas markets such as Southeast Asia and India.모건스탠리predictionUp to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.모건스탠리predictionAbout 5GW of capacity could be delayed from 2028 to 2029.모건스탠리allegationMorgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI data center construction.모건스탠리
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