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 ...

China’s data centers will quadruple their electricity consumption by the end of the decade, according to Wood Mackenzie, by which point they will use more power than South Korea does now. https://t.co/YKPDUDkPfj ...

The share of the data-centre pipeline that has been delayed or cancelled has remained consistent at roughly 10% during the past year, despite the explosion in the number of plans and political opposition to them https://t.co/UzaAnY2rmQ ...

Industry Dynamics - Technology sector observes strong support from government leadership regarding the ongoing nationwide buildout of artificial intelligence data centers [1] - Regulatory and industry stakeholders note that local communities opposing artificial intelligence data center developments are making a strategic mistake [1] Infrastructure & Operations - Artificial intelligence companies are permitted to construct their own dedicated power plants to support operations [1] - Industry analyses indicate that these new data center facilities bypass the aging and strained public electrical grid [1]