Blue wave could redraw US data-center footprint, UBS says
XLK•UBS says US midterms could affect the location and pace of data-center construction, with state and local actions more likely to shift where and how fast capacity is built than stop projects altogether.
1. Local rules could shift projects
UBS said the new Congress could tighten cost-allocation rules, raising the bar for new data-center construction. State utility commissions could make data centers pay more for power and grid upgrades or delay their grid connections, while reduced state tax breaks on equipment could influence where projects are built.
