--- format: "aidr-story-markdown/v1" id: "d304da30a1cfa9cb227182943ff30bdacf38b128567126a334f2d7712b9caaa7" canonical_url: "https://aidr.today/d304da30?lang=en" title: "Dan Ives Sees Up to 20% of Planned US AI Data Centers Delayed or Scrapped After Midterms" lang: "en" requested_lang: "en" available_langs: ["en","vi"] translation_fallback: null fallback_fields: [] published_at: "2026-11-05T13:52:24.000Z" category: "Infra" topics: ["regulation","openai","funding"] source_urls: ["https://marketbrief.now/ai/dan-ives-sees-up-to-20percent-of-planned-us-ai-data-centers-delayed-or-s-2621e59c","https://x.com/DivesTech/status/2118318264698737121","https://x.com/tradfi/status/2118079004863610885","https://x.com/Techmeme/status/2118123982348325367","https://x.com/rdd147/status/2118137803385221441","https://x.com/SpecialSitsNews/status/2118332639593554415","https://x.com/Mr_Derivatives/status/2118175616747143439","https://x.com/maxniederhofer/status/2118017546884354086"] summary: "Dan Ives projected that 10% to 20% of the 800 to 1,000 planned U.S. AI data centers may be delayed or canceled after Democratic midterm wins, pushing peak Big Tech capex growth to 2027." --- # Dan Ives Sees Up to 20% of Planned US AI Data Centers Delayed or Scrapped After Midterms > [Open the canonical story]() **Published:** 2026-11-05T13:52:24.000Z **Category:** Infra **Topics:** regulation, openai, funding ## Summary Dan Ives projected that 10% to 20% of the 800 to 1,000 planned U\.S\. AI data centers may be delayed or canceled after Democratic midterm wins, pushing peak Big Tech capex growth to 2027\. ## Sources - [Story source]() - [Story source]() - [Story source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Supporting source]() - [Supporting source]()