JPMorgan's Kevin Curtin on AI backlash: There's always risk with financing infrastructure projects

Welcome back. The AI infrastructure boom has plenty of capital. What it may be running short on is political support.From Texas to New York and Pennsylvania, lawmakers are putting new restrictions on data centers as communities raise concerns about power, water, and higher utility bills. At the same time, tech companies are pouring billions of dollars into the AI buildout. So, is that backlash becoming a real financing risk.Joining us now is JP Morgan's head of AI infrastructure investment banking, Kevin Cu ...