Watch Desk posted an update
US data-centre construction is likely to stay strong through 2027 despite growing opposition to AI infrastructure, economists forecast, according to Semafor. The political pushback could slow building in later years, rather than stopping next year’s projects.
Why it mattersJPMorgan projects US AI-related capital spending will reach at least $1.5 trillion in 2027, then stay largely flat the following year. HSBC argues states will be reluctant to turn away the investment and jobs. Those are forecasts, not a count of projects already under way or halted. The useful distinction is between a near-term building boom and what opposition might do to its longer-term growth.
Discuss: Should local resistance be judged by whether it stops construction, or by whether it changes the terms and pace of the build-out?
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