● InfraNov 5, 2026 · 20:528 sources
Dan Ives Sees Up to 20% of Planned US AI Data Centers Delayed or Scrapped After Midterms
From marketbrief.now
AI;DR
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.
Read originalSign in to suggest
Sources
+ 6 more
- SUPPORT@techmeme“Data center shares fall as investors expect slower AI buildout after Democrats win Congress; Hut 8 drops 23%, IREN 11%, Core Scientific 10%, Applied Digital 7%”x.com
- SUPPORT@rdd147“Dan Ives warns of major catastrophe coming to Ai, cutting his data center forecast by 10%.”x.com
- SUPPORT@specialsitsnews“He noted that political shifts could slow down or delay the construction of dozens of U.S. AI data centers and force Big Tech to bring forward its peak capital expenditure (capex) growth timeline to 2027.”x.com
- SUPPORT@mr_derivatives“Citrini Research publishes research note advising clients to take a short position in $NBIS”x.com
- SUPPORT@maxniederhofer“Texas was poised to dominate the next phase of American industrialization. Moratorium on datacenter build-out is such an incredible own goal.”x.com
- SUPPORT@shanumathew93“In Aterio’s US development pipeline, 86% of capacity scheduled for 2027 is classified Construction. For 2028, it is 34%. There is +30GW under construction *already* for 2027 and 2028 delivery dates.”x.com