[Is the “blue wave” dragging down the expansion speed of AI infrastructure? Analyst: Existing computing giants will benefit] On November 10, well-known technology analyst Dan Ives said that if data center construction slows down due to the U.S. midterm elections this month, this may be a "huge benefit" for large and ultra-large data center operators. He added: "Essentially, the blue wave will cause the capital expenditure growth of large technology companies to peak in 2027, while the peak previously predicted to occur in 2028 or 2029, but this does not mean that 'Christmas' is canceled and the AI ​​revolution will continue, just at a slower pace." Ives said that for the semiconductor industry, the construction of data centers will be gradually advanced in the next three to four years, so concerns about "overbuilding" and overcapacity may gradually disappear.