prediction
Demand movement is expected to occur to countries equipped with sites, power, and capital.
A prediction by 하나증권. Statements are as reported by the cited publishers — not verified by DecisionGateway.
특히 부지, 전력, 자본 등이 갖춰진 국가로의 수요 이동이 발생할 것으로 보입니다.
Related claims
While data center demand remains solid, supply delays in the US can be an opportunity outside the US.하나증권 · predictionPermitting 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 · predictionCompanies will expand to new regions and overseas in response to existing site costs and permitting burdens, and stronger grid connection screening, as seen in Texas ERCOT interconnection applications, can filter out speculative demand and allocate resources to necessary projects over the medium to long term.하나 자산배분/해외크레딧 이영주 · predictionThe West is an economy of demand.Pierre De Gaulle · statementEast Africa increasingly attracts US capital.businessdailyaf · statementHanoi's power needs are surging.nikkeiasia · statement
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