predictionSaid on 2026-11-04
State-level policies restricting data center activity could begin after the term starts (first week of 2027).
A prediction by post author, said on 2026-11-04. Statements are as reported by the cited publishers — not verified by DecisionGateway.
-임기 시작 후(27년 첫째주) 주 단위에서 데이터센터 활동 제한 정책 개시 가능
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Regulation on data centers will not be substantially significant.현대차증권 시황/전략담당 김재승 · 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 · predictionThe Democratic Party's midterm victory could expand cost-sharing regulations on US data centers, and some delays may appear in the process.현대차증권 시황/전략담당 김재승 · predictionAfter 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 · predictionThe focus of data center regulation is on expanding corporate cost-sharing, and regulatory intensity will differ by region.하나 자산배분/해외크레딧 이영주 · predictionFor 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.현대차증권 건설/유틸리티 신동현 · prediction