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Risks to AI trades from data center opposition and US midterm elections

Reuters ·

  1. 1Public opposition to data centers could impact AI trades as the US midterm elections approach.
  2. 2The percentage of registered Democratic voters supporting limits on data center construction reached 69%.
  3. 3The market is focused on the expected $1 trillion expenditure on data centers and other AI infrastructure next year.

So what's the key point?

Voices opposing the construction of data centers are emerging ahead of the US midterm elections. This could impact AI trades since the expected infrastructure spending next year is $1 trillion.

Source Reuters · View original ↗

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