From Hindustan Times
Center Owned by HT MediaUS midterms could fuel AI trade as data centre curbs favour Microsoft, Amazon
What's behind this
US election results could slow AI data‑centre investments and support Treasury bonds, according to a report. Proposed restrictions on electricity consumption, water usage and local infrastructure costs may reshape investment plans across three major US data‑centre markets. Democratic victories could put 141 GW of planned data‑centre capacity at greater risk of policy restrictions, potentially slowing artificial‑intelligence infrastructure investments while easing bond yields, the ICICI Bank report says.
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RSS excerpt
US midterms could widen the AI divide as data centre restrictions and rising borrowing costs threaten smaller tech firms while favouring Microsoft and Amazon.
