It's speculation the new Governors will somehow stop the build out. A ludicrous idea. Firstly all of 27 and part of 2028 is already in construction-nothing happens (no change). For some of 2028 and beyond im sure whoever builds them will have to deal with more bureaucracy (but actually it's more about who pays for what-eg build up 500 affordable homes and a power plant) but one way or the other the facilities will be built. All States compete for capital-capital means taxes and jobs. Politicians can say what they want to get elected but the reality is if any Governor decides to take the green route there will be a long line of others willing to take the money. It's common sense. No one wants to see days and weeks like these but we have seen them before. Just remember, this is pure knee jerk speculation against the back drop of unmet demand so high there is a long line of takers. If DC X is delayed there are 5 more ready to jump in and get allocated 'sooner' that they thought.

Thanks Nik, will do.

Foxconn: AI demand continues to surge — November 2026 Foxconn, one of Nvidia's principal AI server manufacturing partners, has reported exceptional growth and expects AI-related operations to expand further in Q4. October revenue: $39.7 billion, up 46% year on year, setting an all-time monthly record. First 10 months of 2026: Approximately $280 billion in revenue, up 40.4% year on year. AI servers: Strong demand for Nvidia systems continues to support manufacturing activity and expansion. Q4 outlook: Foxconn expects further growth in AI-related operations, alongside seasonal strength in consumer electronics. US expansion: Foxconn is expanding its AI server manufacturing footprint in Houston, Texas. Further management comments Foxconn's chairman, Young Liu, also made several notably bullish statements on 30 October: No AI bubble: Liu explicitly rejected concerns that AI infrastructure investment is a bubble. 2027 growth: Foxconn expects another year of double-digit growth. AI server shipments: Management expects AI rack shipments to more than double in 2026. Longer-term demand: Foxconn previously indicated that AI production capacity demand should remain very strong in 2027. OpenAI: A further collaboration is being developed, potentially extending its role in AI infrastructure. Reuters: Foxconn is reporting record revenue, forecasting continued AI growth into 2027 and expanding production capacity. For Micron, the read-through is strongly positive for memory volumes, although Foxconn has not explicitly forecast DRAM shortages or higher memory prices.