According to CNBC citing a Goldman Sachs report this week, the outcome of the mid-term elections currently poses a moderate risk to AI investments. Goldman Sachs expects that some newly elected Democratic governors may suspend approvals for new data centers, but the primary impact will affect unapproved projects, while the majority of planned projects for 2027 are expected to remain unaffected. The bank projects that construction spending will remain robust next year, with AI-related hardware spending reaching approximately $1.4 trillion by the end of next year, while warning that stricter or prolonged suspensions pose a downside risk. All of the above are institutional forecasts and do not constitute realized spending or construction guarantees.