AI Data-Center Selloff: Valuations, Financing, and Grid Constraints
12m | Nov 6, 2026A technology-led market rout followed the November 2026 midterm elections, as investors reassessed AI infrastructure spending, financing pressure, electricity demand and local resistance. The central question is whether this is a temporary repricing—or an early warning that the data-center boom cannot deliver returns fast enough to justify its enormous physical and financial costs.
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