For deeper playbooks and analysis: https://natesnewsletter.substack.com/
What's really happening when Americans use more AI but reject new data centers?
The common story is that the backlash will stop the AI buildout — but the reality is that demand keeps growing, and constraints change who can serve it and where investment goes.
In this video, I share the inside scoop on the consequences beyond the ballot box:
For operators, builders, and people using AI at work, construction headlines are only one signal. Watch what companies do with the next project and how they secure the capacity they need.
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