Amazon, Microsoft among hyperscalers that benefit if a data center slowdown occurs: Ives

What happened: Yorkville Ives said a slowdown in the data center buildout following the U.S. midterm elections could be "hugely bullish" for major hyperscalers, naming Amazon and Microsoft among the beneficiaries. Why it matters: The firm ties its view to a "Blue Wave" election outcome, framing a slower buildout as a positive for the large hyperscalers rather than a negative.

Yorkville Ives said a slowdown in the data center buildout following the U.S. midterm elections could be "hugely bullish" for major hyperscalers, naming Amazon and Microsoft among the beneficiaries.

The firm ties its view to a "Blue Wave" election outcome, framing a slower buildout as a positive for the large hyperscalers rather than a negative.