Slower Builds, Scarcer Compute Will data centers get canceled post the election?
Why are we not worried about Texas?
Capital, not regulation, determines the buildout
1. Will Data Centers Get Canceled Post the Election? Data center stocks were hit hard after the vote. Many lost about a third of their value in three trading days, on top of 30–40% declines from their peaks earlier this year.
Democrats won both chambers of Congress on Tuesday, along with the governorships of Texas, Georgia and Ohio. Investors quickly priced in the risk that a quarter to half of planned data centers never get built. We think the reality is much more nuanced.😟
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