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"The big election outcome was, ​especially with the Democrats winning a lot of the governorships, that the slowdown of the data center buildout is the real key theme that's going to stick," said Michael O'Rourke, chief market ​strategist at JonesTrading in Stamford, Connecticut.

It'd be tragic if anyone took a second to consider anything beyond how fast they can throw more capacity online. People need to blindly charge ahead, the future is future somebody-else's problem...

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