The $10 trillion AI buildout so far isn't stopping
Even as local pushback mounts, the AI buildout surges on.
TL;DR
- There is a significant backlash against AI and data centers, leading to local moratoriums and political opposition.
- The $10 trillion AI infrastructure buildout is moving at a rapid pace, despite opposition.
- The industry is projected to add over 50 gigawatts of capacity in 2027.
- Construction on nearly half of this capacity is advanced, with $1 trillion in leases signed.
- Projects face political, regulatory, supply, and environmental hurdles, causing delays in some cases (e.g., New Mexico, Texas, New York).
- Local opposition and regulatory scrutiny are creating bottlenecks but have not stopped the overall boom.
- The midterm elections will be a test of whether voter resistance can become a more significant obstacle.