Jasmine Sun predicts that domestic political constraints will limit U.S. AI data center buildout, causing companies to expand internationally.
“I think that the domestic politics will be a constraint on the build out. There is a reason that the AI companies are now building out compute capacity in Australia, in Canada, in Europe even.”
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Our resolution criterion
disputableMeasurable shift in proportion of new AI data center capacity being built outside the U.S. versus within the U.S. in coming years, with international buildout exceeding domestic.
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