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The midterms could fuel the K-shaped AI trade
Source: CNBC
Elections & Domestic PoliticsArtificial IntelligenceInfrastructure & DefenseCredit & Bond Markets
U.S. midterm results could slow data center development, potentially increasing the value of existing AI capacity. The article says slower expansion would also intensify pressure on debt-funded neoclouds; it provides no specific forecasts or figures.
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