Yahoo Finance · 10 Sep, 00:30 · Technology briefing

Dan Ives Warns 10%-15% of US Data Center Projects Could Be Cut as AI Boom Faces Political Backlash, Calls It the ‘Biggest Threat’

Goldman Sachs analyst Dan Ives cautions that political backlash against the artificial intelligence boom may force cuts to ten to fifteen per cent of US data centre projects.

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The briefing

The story
in brief.

What happened, who it affects, and why it landed on our intelligence desk — in plain English, sixty seconds or less.

Goldman Sachs analyst Dan Ives cautions that political backlash against the artificial intelligence boom may force cuts to ten to fifteen per cent of US data centre projects. He identifies regulatory and political headwinds as the most significant current threat to infrastructure investment momentum. This development suggests a potential slowdown in capital expenditure for tech infrastructure, prompting investors and industry leaders to reassess growth forecasts. The report highlights how external political pressures can directly influence major technology sector investments, signalling increased uncertainty for firms relying on rapid AI-driven expansion plans.

Employer demand for Risk Management Strategies skills — indexed growth since 2019
Indicative index of skill mentions in professional job postings for the field this story moves (2019 = 1)

Your move

What this means
for your career.

Every headline redistributes opportunity. Here is who this one rewards — and how to be on the right side of it.

You must adapt your career strategy to this shifting landscape. As pure infrastructure expansion slows, skills in risk mitigation and regulatory compliance become critical. Professionals in project management should focus on optimising existing assets rather than greenfield development. If you work in AI strategy, pivot towards demonstrating tangible efficiency gains to justify continued investment. Prioritise learning crisis management and financial modelling to navigate budget cuts. Engineers should upskill in sustainable computing to align with potential regulatory demands. Stay agile; the market now values resilience over raw speed. Review your current role’s alignment with cost-efficiency initiatives and prepare to articulate how your skills reduce operational risk during periods of political uncertainty.

For this story, the fields that convert it into pay are Risk Management Strategies, AI Strategy, Crisis Management and Sustainable Computing — exactly the programmes matched below. The chart shows the indicative salary uplift certified professionals report in each of those fields; every one of them is a click away, from £79, finishing in as few as 20 days.

Indicative salary uplift in the fields matched to this story
Indicative ranges from published continuing-education salary studies, by field — each field is a recommended course below

Matched to this story

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