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State-Driven Data Center Backlash Reshaping the AI Trade
- The Democratic sweep of Congress and a handful of governor races sent stock prices spiraling for so-called neoclouds.
- With contests swinging toward candidates promising tougher restrictions on building data centers and other infrastructure, investors and management teams are re-assessing the risk of increased cost and delayed timelines.
- Brad Warden, Senior Portfolio Manager of Science and Tech Funds at Nomura, discusses AI cycle rotations and where the AI buildout could diverge post-Midterms.
- (Source: Bloomberg)
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