---
title: "Data centers are more likely to be partially delayed than canceled, and the issue is electricity… — post author — DecisionGateway"
description: "prediction by post author, recorded 2026-11-05 — verbatim quote and source citation."
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predictionSaid on 2026-11-05

# **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.**

A prediction by post author, said on 2026-11-05. Statements are as reported by the cited publishers — not verified by DecisionGateway.

> *다만 데이터센터는 무산 보다 일부 지연에 무게*

shmstoryPublished 2026-11-05 [ Read source](https://t.me/shmstory/9179)

## **Discussion**

## **Related claims**

[**While data center demand remains solid, supply delays in the US can be an opportunity outside the US.**하나증권 · prediction](https://dgw.tmarket.io/claims/01a1ceb9-c8c5-7826-8c5e-e2a81019d555) [**This is a negative change factor for investment that will continue for several years; some investors see the 'pace adjustment' positively while others see it as a risk, and as a result of this outcome 10% of data centers will not be built.**댄 아이브스 · prediction](https://dgw.tmarket.io/claims/01a1d7b3-a5f1-7308-9944-aa587eb02287) [**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) [**After 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 · prediction](https://dgw.tmarket.io/claims/01a1d4a6-0da5-7a64-94b5-3c9e82cea6ba) [**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) [**서스퀘하나는 데이터센터 규제가 강화되면 12GW가 취소될 수 있고, 최악의 시나리오에서는 반도체 매출이 최대 10% 감소할 수 있다고 분석했다.**서스퀘하나 · prediction](https://dgw.tmarket.io/claims/01a1d7b7-1832-7ba0-b7e5-2b8960d3bb7d)

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