--- title: "While data center demand remains solid, supply delays in the US can be an opportunity outside the… — 하나증권 — DecisionGateway" description: "prediction by 하나증권, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1ceb9-c8c5-7826-8c5e-e2a81019d555" meta: "og:description": "prediction by 하나증권, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "While data center demand remains solid, supply delays in the US can be an opportunity outside the… — 하나증권 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) prediction # **While data center demand remains solid, supply delays in the US can be an opportunity outside the US.** A prediction by [**하나증권**](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca). 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.* hanaresearchPublished 2026-11-09 [ Read source](https://t.me/hanaresearch/20916) [**하나증권 dossier **](https://dgw.tmarket.io/actors/01a1cea2-176c-7cf2-87ea-9ed64a8130ca) ## **Discussion** ## **Related claims** [**Data centers are more likely to be partially delayed than canceled, and the issue is electricity bills and tax benefits rather than rejection of the industry itself.**post author · prediction](https://dgw.tmarket.io/claims/01a1d7b2-c86d-72d8-8a16-62a20d5d7d42) [**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 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0dd5-7c50-9595-98d6e3b0c047) [**Hana 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 · prediction](https://dgw.tmarket.io/claims/01a1cea2-19b4-7304-aabb-e17f3a4def96) [**The Democratic Party's stance on data centers is unclear; the market is worried, but whether there will be a real impact is uncertain, and if inflation and rates fall, it could actually be favorable for investment.**에버코어 · prediction](https://dgw.tmarket.io/claims/01a1d7b3-a5d5-74df-94fe-42f74b20f2d1) [**Operators will continue developing data centers, though sometimes more slowly and probably shifting projects between states.**SESIÓN · prediction](https://dgw.tmarket.io/claims/01a1cc3a-8289-7b0d-a1f9-b1ffd4e57e9f) [**About 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 · prediction](https://dgw.tmarket.io/claims/01a1d72c-f976-7cb4-bb40-977705488c3d) ## **More claims by 하나증권** [**The report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b231-7d52-805c-3f604b6a5af0) [**The 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b21a-7518-829b-60cdc773571a) [**This 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.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b20e-78ef-8998-71366dda0c35) [**An approach centered on core theme ETFs such as generative AI, semiconductors, quality and cybersecurity, and on major big tech stocks, remains valid.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b203-77a2-bb21-b5002bb38a65) [**Ahead of Nvidia's earnings release on 11/18, market attention is focused on Blackwell demand and next-generation GPU supply outlook.**statement](https://dgw.tmarket.io/claims/01a1d4ae-b1f8-780c-a428-efe4735941fd) [All claims by 하나증권](https://dgw.tmarket.io/claims?claimant_id=01a1cea2-176c-7cf2-87ea-9ed64a8130ca) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 4,000+ Telegram channels — every claim cited. 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