Morgan Stanley breaks down the midterm races it's watching with implications for AI and the data center boom

Morgan Stanley has identified data centers as a key wedge issue in the upcoming midterm elections, noting that local opposition to data center projects is growing. The firm is monitoring several congressional races that could impact the data center buildout and the broader AI boom. Strategist Ariana Salvatore highlighted that this issue has been gaining traction since last fall and remains primarily a state and local concern.

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