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2026-11-05 07:30:25
[Goldman Sachs: Democratic Victory May Lead to Short-Term Suspension of US Data Center Project Approvals] 1. A Goldman Sachs report points out that the Democratic Party's control of both houses of Congress may not be enough for the federal government to quickly tighten regulations on AI and data centers, as related legislation still requires bipartisan support. 2. Goldman Sachs believes that the real concern for the market is the Democratic victory at the state and local levels, which could lead to a short-term suspension of data center project approvals. The bank estimates that some local governments may temporarily suspend approvals for data center projects, potentially affecting approximately 45% of planned new data center capacity in the United States.
