“For tech investors the big focus is will these mid-term elections slow the pace of the planned 800 to 1,000 datacenters across the US fueling the AI Revolution…the answer in our view is a clear YES,”

Dan Ives · said 2026-11-04 · reported 2026-11-06

Ives argued in a note that the midterm elections would slow the pace of planned data center construction fueling the AI Revolution.