Executive Briefing: If the Data-Center Backlash Leaves Fewer AI Suppliers, Who Will Your Company Rent Capacity From in 2027, and at What Price?
Americans are using more AI, and on November 3 voters went against data-center development in 40 of 41 local ballot measures. What that means for who owns the capacity and where the jobs go.
TL;DR
- Voters overwhelmingly rejected new data center development on November 3.
- AI usage among American adults is steadily increasing.
- A backlash against AI infrastructure development presents an opportunity for larger companies to acquire projects at reduced prices.
- Developers unable to afford delays may be forced to sell, benefiting well-capitalized competitors.
- The location of AI capacity development impacts investment, job creation, and financial benefits.
- International locations like Canada, the EU, the UK, and Singapore are actively seeking AI development.
- Companies need a plan to assess AI commitments dependent on un-built capacity and explore alternatives.