Are Data Centers Trump's Green New Deal？
Summary
Gavin, Koby, and Banker Bill analyze the growing local backlash against the data center boom, drawing parallels to the political resistance faced by the Green New Deal. They discuss how top-down corporate mandates clash with community concerns over noise, water usage, and rising electricity costs, noting that voters are increasingly skeptical of AI-driven job displacement. The conversation explores Wall Street's perspective on the sector's economic dominance and the potential for grassroots opposition to impact stock valuations and construction timelines.
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