prediction
While data center demand remains solid, supply delays in the US can be an opportunity outside the US.
A prediction by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
데이터센터 수요가 여전히 견고한 가운데, 미국에서의 공급 지연은 미국외 지역에서 기회가 될 수 있습니다.
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 · predictionOperators will continue developing data centers, though sometimes more slowly and probably shifting projects between states.SESIÓN · predictionAbout 30% of new U.S. data center operating capacity is expected to be concentrated in Texas by 2028, so tighter regulation would inevitably significantly affect AI infrastructure investment.post author · predictionU.S. electricity consumption is projected to increase 39% by 2035 due to data centers, appliances and transport electrification.cjdbj · predictionDemand movement is expected to occur to countries equipped with sites, power, and capital.하나증권 · prediction
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The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statementAn approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.statementAhead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.statement
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