--- title: "Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI… — 모건스탠리 — DecisionGateway" description: "allegation by 모건스탠리, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10" meta: "og:description": "allegation by 모건스탠리, 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": "Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI… — 모건스탠리 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) allegation # **Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI data center construction.** A allegation by [**모건스탠리**](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *모건스탠리는 미국 중간선거가 AI 데이터센터 건설 속도를 실질적으로 교란하고 있다고 분석함* hanachinaPublished 2026-11-10 [ Read source](https://t.me/hanachina/71895) [**모건스탠리 dossier **](https://dgw.tmarket.io/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e) ## **Discussion** ## **Related claims** [**A Democratic landslide in the US midterm elections raised concerns about a slowdown in AI data center investment.**대신증권 이경민 · allegation](https://dgw.tmarket.io/claims/01a1d71f-2fb0-75ef-a413-472da6285f6e) [**Democratic wins in the midterms are raising the possibility of stronger AI data center regulation and construction slowdown concerns, which is weighing on investor sentiment.**FICC리서치부 전략/시황: 이경민 · statement](https://dgw.tmarket.io/claims/01a1d71d-c527-7c13-9d24-90dbddfebac6) [**In the US midterm elections, opinions on domestic data center construction were strongly reflected.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1ceb9-c7f8-7a82-94e8-1cd5ae7ca700) [**The 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 · prediction](https://dgw.tmarket.io/claims/01a1d938-0f9d-7ab8-8438-5dc213930936) [**The market worries that political constraints on AI infrastructure investment will grow depending on the outcome of the U.S. midterm elections, but related policy is expected to move toward requiring corporate cost-sharing and securing resident acceptance.**하나 자산배분/해외크레딧 이영주 · prediction](https://dgw.tmarket.io/claims/01a1ceb3-7feb-741a-8064-f98fab1ef4e3) [**After the U.S. midterm elections, political uncertainty eased, but volatility widened as the Nasdaq plunged on concerns over data center regulation and slowing AI investment.**하나증권 · statement](https://dgw.tmarket.io/claims/01a1d4ae-b1d2-7181-b411-210b33e76369) ## **More claims by 모건스탠리** [**The AI capital expenditure cycle is likely to lengthen overall.**prediction](https://dgw.tmarket.io/claims/01a1da98-7069-77b6-a78a-9fe07c0b30d5) [**With three pressures overlapping—power shortages, political resistance and rising costs—capital is rapidly moving to overseas markets such as Southeast Asia and India.**allegation](https://dgw.tmarket.io/claims/01a1da98-7061-75bd-9a32-1fd7f6d53700) [**Up to 40% of chips deployed between 2026 and 2028 could face the risk of not receiving power on time.**prediction](https://dgw.tmarket.io/claims/01a1da98-7049-7f08-bd3b-1bae85ad04e7) [**About 5GW of capacity could be delayed from 2028 to 2029.**prediction](https://dgw.tmarket.io/claims/01a1da98-7041-7e9f-8b90-d5b083eae78b) [All claims by 모건스탠리](https://dgw.tmarket.io/claims?claimant_id=01a1da7e-81b8-7b9a-a2bd-1186d0f9762e) [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 4,500+ Telegram channels — every claim cited. Read free.","name":"DecisionGateway","url":"https://dgw.tmarket.io/","publisher":{"@id":"https://dgw.tmarket.io/#identity"}},{"@id":"https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10#webpage","@type":"WebPage","description":"allegation by 모건스탠리, recorded recently — verbatim quote and source citation.","name":"Morgan Stanley analyzed that the US midterm elections are substantially disrupting the pace of AI… — 모건스탠리 — DecisionGateway","url":"https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10","breadcrumb":{"@id":"https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10#breadcrumb"},"isPartOf":{"@id":"https://dgw.tmarket.io/#website"},"potentialAction":[{"@type":"ReadAction","target":["https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10"]}]},{"@id":"https://dgw.tmarket.io/#identity","@type":"Organization","name":"DecisionGateway","url":"https://dgw.tmarket.io"},{"@id":"https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","name":"Home","item":"https://dgw.tmarket.io","position":1},{"@type":"ListItem","name":"Claims","item":"https://dgw.tmarket.io/claims","position":2},{"@type":"ListItem","name":"Morgan Stanley analyzed that the US midterm elections are…","position":3}]},{"@id":"https://dgw.tmarket.io/claims/01a1da98-702b-7f9c-b107-630e772b2f10#/schema/quotation/1","@type":"Quotation","dateCreated":"2026-11-10","isBasedOn":"https://t.me/hanachina/71895","text":"모건스탠리는 미국 중간선거가 AI 데이터센터 건설 속도를 실질적으로 교란하고 있다고 분석함","url":"/claims/01a1da98-702b-7f9c-b107-630e772b2f10","spokenByCharacter":{"@type":"Person","name":"모건스탠리","@id":"/actors/01a1da7e-81b8-7b9a-a2bd-1186d0f9762e"}}]} ``` ## Sitemap See the full [sitemap](https://dgw.tmarket.io/sitemap.md) for all pages.