statementSaid on 2026-11-04
Those states are among the top 10 states with concentrated data center activity that were at risk of switching from a Republican governor to a Democratic one.
A statement by post author, said on 2026-11-04. Statements are as reported by the cited publishers — not verified by DecisionGateway.
-해당 주들은 데이터센터 활동이 집중된 상위 10개 주에서 기존 공화당 주지사에서 민주당으로 바뀔 위험이 있었던 주
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Of 41 data center-related local referendums, 40 were opposed, and all 5 states where Democrats retook governorships are among the top 14 data center states.FICC리서치부 전략/시황: 이경민 · statementIn areas with many data center constructions (Texas, Georgia, Ohio, Michigan, etc.), the Democratic Party won.하나증권 · statement민주당의 상하원 장악 외에 텍사스 등 데이터센터 활동 상위 주의 주지사 당선이 매도를 자극했다.미래에셋증권 · statementOf 36 US gubernatorial winners, 34 take a position in favor of data center regulation.FICC리서치부 전략/시황: 이경민 · statementThe 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 · predictionThe Democrats' advance in states that concentrate data centers increased doubts about the sector's expansion, contributing to the Nasdaq's fall.xp_investimentos · statement