Phyrex
Phyrex|Nov 06, 2026 18:52
The market decline is real, and news of Democratic lawmakers proposing a ban on super AI may only boost retail investor sentiment. However, the market's more immediate concern is that Democratic victories in key states might lead to reduced investment in AI data center construction. Looking at the policies of both parties, the Trump administration has shown strong support for AI and data center construction, while many within the Democratic Party are more concerned about the impact of data centers on local residents. For AI, building more data centers can expand computing power, driving demand for chips, power equipment, and infrastructure. But for ordinary people, if data centers are built near their homes, increased electricity bills, water shortages, and noise are inevitable—something no one wants. This suggests that Trump represents more of the interests of capital, while some members of the Democratic Party are more concerned with public opinion and votes. However, it's not just the Democrats; even Republicans need public support. The current Republican governor of Texas has already suspended approvals for some data centers. Therefore, both parties face similar voter demands in some areas, only the力度 (intensity/strength) of their measures may differ. For the market, the concern isn't a sudden ban on AI in the US, but rather that the pace of data center construction might be slower than previously expected. This could impact chip orders, demand for power equipment, and financing for related companies. Coupled with the already high capital expenditures in the AI sector, a correction is inevitable. However, I still believe the overarching narrative for AI will remain unchanged, and a rebound from this oversold condition is likely just a matter of time. Of course, I'm referring to AI; the semiconductor sector will probably suffer even more.
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