The Zhitong Finance App learned that data center construction faced a slowdown due to the “blue wave” of the US midterm elections, but Dan Ives of the investment agency Yorkville Ives gave a counterintuitive judgment: the contraction in supply instead left Microsoft, Amazon, Alphabet, and Meta “blessing in disguise.” The AI revolution won't be cancelled — it's just that the peak of capital expenditure was brought forward from 2028-2029 to 2027.

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