Some say the AI bubble has just popped, especially given the carnage unfolding across wide swathes of the market today. Many point to the Democratic sweep on Tuesday, and the ensuing likelihood of a broad-based moratorium on data center construction. And yet, a dispassionate analysis of this paradigm yields a relatively benign picture, one that posits that tens of gigawatts of new capacity would still come online in 2027. Over 20 GW of under-construction data centers have achieved 75 percent completion rates, requiring only equipment installations and power First, let’s discuss how the wheels seem to have suddenly come off […]