Bloomberg Surveillance · Tuesday, September 8, 2026
Constraints on data center construction, including local opposition and supply chain bottlenecks, are preventing AI investment from spiraling. This managed growth is seen as a positive factor that could extend the AI cycle and lead to a healthier build-out.
“I think what it's doing is that it's managing the cycle. It's actually preventing the investment from getting out of control.”
“And that gap... is the limits on data center construction. It's the pushback at the local and national level, not to mention all the bottlenecks around it.”
“So because we're afraid of the data center development, we're actually slowing down the rate that otherwise this would have grown.”