prediction
The focus of data center regulation is on expanding corporate cost-sharing, and regulatory intensity will differ by region.
A prediction by 하나 자산배분/해외크레딧 이영주. Statements are as reported by the cited publishers — not verified by DecisionGateway.
데이터센터 규제의 초점은 기업 비용 분담 확대에 있으며, 지역별 규제 강도는 차별화될 것
Related claims
Permitting requirements and cost-sharing at major data center hubs will be strengthened, diversifying locations to new regions while speculative demand will be filtered out.데이터센터 비용 구조 재편 · predictionHana Securities judges that it would be unreasonable for the U.S. to actively impose data center regulations, given global AI technology competition tied to national security and economic hegemony and China's active support for its AI industry.하나증권 · predictionAfter the midterm elections, political constraints and regulation on infrastructure investment are expected to strengthen due to the problem of passing on data centers' electricity and water costs.AI 투자의 정치적 비용 부각 · predictionData centers are rapidly expanding but resource-intensive facilities.Thailand · statementThe elected officials said they would halt new construction until new data center regulations are legislated.하나증권 · commitmentWhile data center demand remains solid, supply delays in the US can be an opportunity outside the US.하나증권 · prediction