Ben Thompson argues data center opposition is now AI's main constraint
AIBen Thompson argues that opposition to data centers after the 2026 midterms has become the main constraint on AI buildout, ahead of compute, memory, and power. He says this could keep AI scarce for longer than expected and shift advantages among hyperscalers, neoclouds, Nvidia, Apple, startups, and frontier labs.
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Stratechery · Ben Thompson · stratechery.comPublished · added here
Original title: AI on the Ballot