The Nasdaq Composite fell 5.5% on November 5; the $2.5tn market-value loss belongs to the Nasdaq 100, Reuters reports.⁠1

UBS estimates around 30% of expected US data center capacity additions in 2028 could be at risk from potential construction pauses.⁠1

Bloomboff hasn't independently checked these figures or projections.

Bloomboff's take

The AI boom still needs permits. The paperwork doesn't give a damn.