律动BlockBeats
律动BlockBeats|Nov 04, 2026 12:02
[Nvidia Shares Rise Against Market Trend; Democratic Victory Has Not Yet Shaken AI Chip Demand] BlockBeats reports on November 4th that Nvidia shares rose on Wednesday despite the possibility of stricter restrictions on data center construction following a Democratic election victory. This is because positive earnings reports from major chip companies indicate that market concerns about data center construction delays have not yet immediately impacted Nvidia and other hardware companies. Customers are still scrambling to stockpile artificial intelligence hardware, even though it is currently uncertain whether suitable locations will be available to install these devices in the future. The election defeats of Republican governors in Texas and Ohio mean that AI infrastructure construction will face stricter scrutiny. Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, wrote in a research report: "Increased congressional oversight will not necessarily hinder the AI investment cycle. While comprehensive federal restrictions will face legislative and presidential constraints, state and local regulations will still have a greater impact on data center construction timelines and site selection." Nvidia will face greater challenges if Democratic politicians do push for stringent measures to restrict AI data center construction. However, the market is currently more focused on signs of continued strong chip demand after the stock's recent weak performance. [Original Link]
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