fred hickey(@htsfhickey):At the very least, the already uncertain economics of the data center builders will worsen due to delays (costly), increased regulations, higher taxes (including lowered tax incentives and abatements), higher water & energy costs and more due to the growing backlash. Not a good development for the AI bubble.

fred hickey

@htsfhickey

Editor, The High-Tech Strategist since 1987.

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fred hickey@htsfhickey

2026.08.21 15:00

At the very least, the already uncertain economics of the data center builders will worsen due to delays (costly), increased regulations, higher taxes (including lowered tax incentives and abatements), higher water & energy costs and more due to the growing backlash. Not a good development for the AI bubble.