SWISS: THE AIS DATA CENTRE CONSTRUCTION IN THE UNITED STATES WILL NOT STOP AND FOCUS ON ELECTRICITY AND COST SHARING

ON 3 AUGUST, THE BANK NOTED IN ITS LATEST REPORT THAT THE CONSTRUCTION OF THE UNITED STATES' AIS DATA CENTRE WAS UNLIKELY TO STOP, BUT LOCAL CONCERNS ABOUT ELECTRICITY PRICES, WATER RESOURCES AND LAND TENURE, AS WELL AS A RE-EXAMINATION BY STATE GOVERNMENTS OF APPROVALS, TAX INCENTIVES AND INFRASTRUCTURE COSTS, WOULD FORCE THE INDUSTRY TO CHANGE ITS APPROACH TO DEVELOPMENT. THE BANK EXPECTS THAT, BY 2027, THE UNITED STATES INVESTMENT IN AI COMPUTING CAPACITY WILL LIKELY REACH ABOUT 3 PER CENT OF DOMESTIC ECONOMIC OUTPUT, MUCH OF WHICH WILL BE USED FOR DATA CENTRES AND RELATED INFRASTRUCTURE DEVELOPMENT。