prediction
20% of new data center projects could be pushed to 2029.
A prediction by 大摩. Statements are as reported by the cited publishers — not verified by DecisionGateway.
20%新增数据中心项目或推至2029年
Discussion
Related claims
Data centers have entered a period of rapid construction.clsvip · predictionOperators will continue developing data centers, though sometimes more slowly and probably shifting projects between states.SESIÓN · predictionAbout 30% of new U.S. data center operating capacity is expected to be concentrated in Texas by 2028, so tighter regulation would inevitably significantly affect AI infrastructure investment.post author · predictionThis 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 · predictionThe outlook for the B2B business next year is positive, based on customer base expansion and order growth in the data center (DC) and AI segments.report · predictionState-level policies restricting data center activity could begin after the term starts (first week of 2027).post author · prediction