zerohedge(@zerohedge):"projects totalling an estimated ~$156 billion were cancelled or delayed in 2025, with another ~$130 billion affected in 1Q26. While not our base case, the risk that political opposition slows the AI infrastructure buildout is no longer negligible."

2026.09.13 20:07

"projects totalling an estimated ~$156 billion were cancelled or delayed in 2025, with another ~$130 billion affected in 1Q26. While not our base case, the risk that political opposition slows the AI infrastructure buildout is no longer negligible." - Morgan Stanley

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