Tracking the Bipartisan Punching Bag: AI Data Centers

This post originally appeared in Interconnected.

“The battle between hyperlocal politics and hyperscale data centers are interconnecting and colliding in very consequential ways this year.”

A key risk to the AI infrastructure buildout I identified in my annual letter was a country-wide, bipartisan pushback against all the constructions. It is one of those risks, like any risk, that you don’t want to be right on, but as a responsible investor, you have to be clear-eyed about it and react accordingly.

Looks like this risk is on the “right” track faster than I had anticipated.

To track the development of this risk, we built an internal dashboard to track moratoriums against AI data centers – the bipartisan punching bag. A public version of this dashboard is now hosted in the “Research” section of the Interconnected Capital website for all to view.