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.



