About 20% of US data centers to be delayed by 2028... Morgan Stanley maintains capital expenditure
Original headline2028년 미 데이터센터 20% 연기 추정…모건스탠리 자본지출 유지
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Morgan Stanley estimates roughly 20% of U.S. data center projects slated for 2028—about 5 GW of IT load capacity—could slip into 2029, though the bank left its capital expenditure forecasts for major cloud and technology companies unchanged. The report distinguishes construction timeline delays from a genuine softening in investment demand, a distinction that matters as AI-linked stocks have sold off on data center buildout concerns following the U.S. midterm elections. The unchanged capex outlook suggests hyperscaler spending commitments remain intact even if physical delivery schedules shift. Investors should watch whether delayed projects compress 2029 capacity additions or signal broader permitting and construction bottlenecks.
Muhabbit's AI wrote this summary in its own words from TokenPost's report and translated it from Korean. It can get details wrong, so check the source.
Named in this story
Morgan Stanley (MS), US data center projects, hyperscalers
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