David Sacks warns that the AI data center boom could stall by 2028 because of permitting challenges and potential moratoriums in key states. This freeze could disrupt the entire supply chain, affecting chipmakers like NVIDIA and Broadcom, as well as networking and cooling suppliers. While chip stocks have fallen recently, data center landlords like Equinix and Digital Realty remain relatively stable due to existing permitted sites. Investors should watch state policy developments, company guidance, and order trends for signs of impact on AI infrastructure growth.
Nvidia shares are up 2.78% at USD 186.64 as of Nov 09, 2026 07:21 WIB on Pluang, reflecting ongoing investor interest despite concerns about AI data center growth. Broadcom also gained 0.74% to USD 293.69, while Equinix rose 1.54% to USD 1,012.71, showing relative stability among data center landlords. Digital Realty dipped slightly by 0.27% to USD 174.20, indicating mixed reactions in the sector amid the warnings about potential permitting freezes.
NVIDIA's Board of Directors has started an independent investigation after reports that CEO Jensen Huang was targeted by a foreign intelligence operation. The inquiry, led by independent directors and external counsel, aims to ensure no national secu...
Nvidia has launched an independent investigation into CEO Jensen Huang's relationship with a businesswoman identified by intelligence agencies as a Chinese spy. Huang admitted to personal misconduct in a staff email, apologizing for being unfaithful ...
Nvidia's board has launched an independent investigation into CEO Jensen Huang following his admission of infidelity and reports linking him to a foreign intelligence probe. Despite the investigation, the board expressed confidence in Huang and state...
Nvidia's board is investigating whether CEO Jensen Huang was involved in a foreign intelligence scheme. Despite the probe, Huang will remain in his role without interruption and will cooperate with the investigation. The company emphasized that this ...
Nvidia's board announced an independent investigation after reports surfaced that CEO Jensen Huang was targeted by a Chinese spy operation through an affair with Alice Huang, a former chip executive allegedly recruited by Chinese intelligence. Jensen...
