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The real test for the artificial intelligence build-out is what happens in 2028, analysts say

The real test for the artificial intelligence build-out is what happens in 2028, analysts say
MarketWatch Thursday 05 November 2026, 12:23 UTC By Barbara Kollmeyer 1 min read
Key Points

JPMorgan’s Michael Cembalest is worried about data center build-outs following midterm elections, and he’s looking two years ahead.

JPMorgan’s Michael Cembalest is worried about data center build-outs following midterm elections, and he’s looking two years ahead. [Image text:] INA GOVERNOR fors TEXAS 2026
JPMorgan (ORG) Michael Cembalest (PERSON)
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