Data Centre Backlash Is Becoming an AI Investment Risk
Public opposition to data centres is adding political and permitting uncertainty to the AI infrastructure boom. The risk may affect project timing and costs even if it does not end investment.
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Public opposition to data centres is adding political and permitting uncertainty to the AI infrastructure boom. The risk may affect project timing and costs even if it does not end investment.
Asia-Pacific capital markets are increasingly financing the physical infrastructure behind artificial intelligence. The shift from models and software towards chips, data centres, networking and power may signal something bigger than another technology investment boom: the beginning of an AI capital formation cycle.
Luxury's slowdown may be more than cyclical. Evidence from Reuters, McKinsey, BCG, Deloitte and Knight Frank suggests affluent consumers are reallocating spending towards travel, wellness, longevity and experiences. The handbag is not disappearing, but its competition is changing.
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