CMSI: Political Controversy Over US AI Industry May Intensify in Short Term, Potential Tightening in Computing Power Supply Favors Hyperscalers Pricing
AASTOCKS News·
- China Merchants Securities International reported that political controversy surrounding the US AI industry may intensify in the short term, maintaining a "Strongly Recommend" rating on the sector.
- Rising local opposition and regulatory scrutiny across 40 states have constrained data center developments, impacting projects valued at USD 200 billion in 1H26.
- Although slower capacity expansion poses risks to developer returns, it may tighten AI computing power supply and enhance pricing power for hyperscalers with secured resources.
