Dan Ives says 40 to 100 planned US AI data centers may never get built after the blue waveHe estimates 5% to 10% of the …

Dan Ives says 40 to 100 planned US AI data centers may never get built after the blue wave

He estimates 5% to 10% of the 800 to 1,000 facilities mapped for the AI buildout are now at risk of delays or cancellation

Big Tech's capex growth peak moves to 2027, earlier than the Street had been modeling

Texas alone accounts for 25% to 30% of expected US data center power capacity through 2030, and new Governor Gina Hinojosa campaigned against the boom

Brad Gerstner at Altimeter separately flags 10 to 15 gigawatts of planned capacity at risk

A CBS News poll found more than twice as many Americans oppose new data centers in their towns as support them

Names tied to the physical buildout like $Coreweave(CRWV.US), $Vertiv(VRT.US) and $SpaceX(SPCX.US) got hit into the midterm session, while $Microsoft(MSFT.US) and $Amazon(AMZN.US) rallied on the idea that slower spend could ease financing pressure

Wall Street bought the blue wave for lower yields, but Ives is saying the same election just put a speed limit on the AI power build. Pace slows, thesis stays, and the choke point moves from chips to local politics

Source: StockMarket.News