Wall Street treats local opposition to data centers as a credit risk

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1. 1Banks and asset managers handling AI data center financing have begun to factor local opposition into their underwriting reviews.
2. 2In the first quarter of 2026, at least 75 projects worth roughly $130 billion faced local opposition.
3. 3Delays and cancellations triggered by protests and permitting disputes are rising, along with concerns over electricity, water, and noise.

Source The Wall Street Journal +1 · View original ↗

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