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Delays have the largest negative impact on AI data center lifecycle value, with a 1.5-year delay reducing value by 8.9% and a one-year delay reducing value by 5.5%. Changes in power costs, taxes, tariffs, depreciation, and natural gas prices have smaller effects, highlighting timely deployment as a key driver of AI data center returns, per Carnegie Endowment. $NVDA $GOOG $AMZN $MSFT $META