---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000971816.md"
description: "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 800 to 1,000 facilities mapped for the AI buildout are now at risk of delays or cancellationBig Tech's capex growth peak moves to 2027, earlier than the Street had been modelingTexas alone accounts for 25% to 30% of expected US data center power capacity through 2030, and new Governor Gina Hinojosa campaigned against the boomBrad Gerstner at Altimeter separately flags 10 to 15 gigawatts of planned capacity at riskA CBS News poll found more than twice as many Americans oppose new data centers in their towns as support themNames 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 pressureWall 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 politicsSource: StockMarket.News"
datetime: "2026-11-05T12:55:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000971816.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000971816.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000971816.md)
author: "[StockMarket.News](https://longbridge.com/en/profiles/21806507.md)"
generator: "portal-rs"
---

# Dan Ives says 40 to 100 planned US AI data centers…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**