A post by @DeItaone on X.
GOLDMAN SACHS: DEMOCRATIC WINS COULD THREATEN 45% OF US DATA CENTER EXPANSION
@DeItaone on X
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Goldman Sachs warned that Democratic wins at state and local levels could trigger temporary moratoria on data-center construction, putting roughly 45% of planned US data-center capacity at risk. The bank flagged the threat as a potential constraint on the buildout underpinning AI and cloud demand. The note did not specify which projects or states would be affected. Investors should watch state and local election results and subsequent zoning or permitting decisions for signals on which planned facilities may be delayed.
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Named in this story
US data centers, Goldman Sachs (GS), Democratic Party
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