Dan Ives Says Microsoft Amazon and Meta Win Big as Data Center Slowdown Looms

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This article first appeared on GuruFocus. Dan Ives of Yorkville Ives said a potential slowdown in U.S. data center construction could favor major cloud providers with operating capacity, according to a Monday research note. He cited midterm election results and Texas governor Gina Hinojosa's approach to data center development, where SpaceX (NASDAQ:SPCX) and Tesla (NASDAQ:TSLA) have large operations. Warning! GuruFocus has detected 6 Warning Signs with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator.AMZN GF Value chart Ives estimated that 10% to 30% of planned U.S. data centers may not be built over the next 18 months under a "Blue Wave" scenario. He said firms with available gigawatts and GPUs could become more valuable.