Is the AI Boom Over? Let's Talk About It.

Voters across the US turned against AI data centers on November 3, while AI use keeps climbing. Here's who gains when computing power gets harder to build, why the backlash could leave Big Tech stronger, and where AI investment and jobs go next. Full post: https://natesnewsletter.substack.com/p/ai-data-center-backlash?utm_source=youtube&utm_medium=video&utm_campaign=ai-data-center-backlash-launch&utm_content=description Nate's Library MCP (every prompt kit and guide, inside the AI you already use): https://unlock-ai.natebjones.com/guides/how-to-connect-nates-library?utm_source=youtube&utm_medium=video&utm_campaign=ai-data-center-backlash-launch&utm_content=description My Links 🔗 👉🏻 Newsletter: https://natesnewsletter.substack.com/?utm_source=youtube&utm_medium=video&utm_campaign=ai-data-center-backlash-launch&utm_content=description 👉🏻 X: https://x.com/natebjones 👉🏻 TikTok: https://www.tiktok.com/@nate.b.jones 👉🏻 Instagram: https://www.instagram.com/nate.b.jones What's really happening when Americans use more AI but vote against the data centers that power it? The common story is that the backlash slows AI down. The real question is who supplies the computing power instead, and who gets paid for it. In this video, I share the inside scoop on the second and third order effects of the AI data center backlash: - Why construction delays can sink smaller AI clouds and neoclouds - How the backlash could leave Big Tech stronger and more concentrated - Why slower building may lower the risk of an AI bubble - Where AI investment and data center jobs go when communities say no AI demand keeps growing, so the companies and communities that can deliver capacity on time will set the terms for the next two years. Chapters: 00:00 Voters turn against AI data centers 01:44 Americans use AI but oppose the infrastructure 02:50 Why AI demand keeps growing 03:43 What Texas means for neoclouds 05:14 How delays sink smaller AI clouds 06:16 Why the backlash may strengthen Big Tech 07:08 Could slower construction prevent an AI bubble 09:04 Where blocked demand goes next 11:09 Why data center investment moves overseas 13:21 The case for data centers in space 15:07 What to watch companies do next 16:35 The story AI needs to tell Listen to this video as a podcast. Spotify: https://open.spotify.com/show/0gkFdjd1wptEKJKLu9LbZ4 Apple Podcasts: https://podcasts.apple.com/us/podcast/ai-news-strategy-daily-with-nate-b-jones/id1877109372