According to Deltaone, UBS estimates that 30% of the new data center capacity planned in the U.S. for 2028 could face risks from construction halts. The post links this risk to the possibility of construction pauses following a Democratic victory in the midterm elections, and notes that AI infrastructure stocks declined over the same period, with CoreWeave falling 10% and Nebius dropping 15%. The 30% figure refers to the risk estimate for future planned capacity additions, rather than 30% of existing data centers currently halting construction or shutting down.