AI buildout risk and Big Tech
Post-election policy risk is hitting AI infrastructure sentiment, with Dan Ives flagging cancellations and Goldman suggesting hedges, even as Big Tech revenue hits records.
What we know
Ives estimates 5-10% of planned US AI data centers are at risk. Goldman recommends short USD/JPY as an AI-selloff hedge. Rep. Ansari's AI pause bill adds regulatory risk, while Big 4 tech revenue hit $2.1T and SpaceX plans a 6 GW Arizona campus. Keel/Bitfarms sold its BTC to pivot to AI data centers.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.