“I was on a call with investors who asked why there are so many protests about data centers. I told them something they didn’t want to hear. The public looks at what hyperscalers are doing and sees this: tech gets rich; you pay more for water and electricity; your kids may not have jobs. And you’re surprised that 85% of the public doesn’t like that deal? They’re not wrong.”

My colleague Steve Saunders interviews Blair Levin, policy analyst with New Street Research and chief architect of the 2010 National Broadband Plan on AI, infrastructure and why the U.S. is falling behind.