
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.

Unitree has lost around $30 billion in market value, while Xpeng has backed a $900 million robotics deal. These apparently opposing signals reveal the same reality: Physical AI may transform industry, but great technology is not automatically a great investment.