Thoughts on the Market — Midterms Could Delay the AI Buildout, Not Derail It

SCOUT· 36%4m·2026-11-11·Money

Midterms Could Delay the AI Buildout, Not Derail It

Thoughts on the Market · 1771

Concerns over electricity bills and water use are turning into political action. Our Head of Public Policy Research Ariana Salvatore breaks down what the midterms mean for the data center pipeline, hyperscaler CapEx and investors. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome…

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