Blue wave just short-circuited the AI power surge.
Nasdaq wiped $2.5T as data-center stocks crater on fears of tougher permitting & delays. UBS flags ~30% of 2028 US capacity at risk.
The boom’s next bottleneck isn’t chips—it’s politics.
#AI #DataCenters #Markets #Midterms
Nasdaq wiped $2.5T as data-center stocks crater on fears of tougher permitting & delays. UBS flags ~30% of 2028 US capacity at risk.
The boom’s next bottleneck isn’t chips—it’s politics.
#AI #DataCenters #Markets #Midterms
