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Data Center Bans Top 500 as New York, Texas Join Pushback

Local government resistance to data center development accelerated this summer, a warning sign for big AI companies such as Anthropic, Google and OpenAI that are pinning their compute ambitions on data center expansion. In July alone, more than 150 towns and counties passed temporary or permanent bans on data centers, many adopted in emergency meetings. That brings the nationwide total to more than 500 active data center bans at the start of August, according to The Information’s analysis of...

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Community Commentary

Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
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