Data Center Development Unfazed by Local Resistance: Goldman Sachs

Goldman Sachs analysts believe that local resistance against data centers in the US is not slowing their development. Despite growing pushback from local communities, the analysts expect that proposed data centers will relocate rather than be canceled, given the high demand for data centers and AI. The analysts note that proposed data centers in counties with moratoriums, such as Georgia, are likely to relocate to neighboring counties rather than be canceled. The primary risk that could slow the US in the AI race with China is power tightness, not local regulatory pushbacks.