The data center backlash has been grossly overstated | Market Hang
Joe Brusuelas has two data centers permitted and under construction within an hour of his house in Austin, and he thinks the backlash since Tuesday has been grossly overstated. Nobody wants them stopped. What people want is their water protected and their utility bills to rise reasonably rather than parabolically, and he says that gets decided in states and municipalities rather than in Washington. Mike Mussio of FBB Capital Partners grew up next to the land Intel is now building on. Kevin Kelly of Kelly Intelligence on whether there is a way to make money from more regulation, and why he keeps coming back to copper.
Watch the full episode: {FULL EPISODE URL}
Timestamps
0:00 Two data centers an hour from my house
1:30 The farm in Ohio that Intel now abuts
2:43 No data centers without power, no power without copper
Featuring
Joe Brusuelas, Chief Economist, RSM
Mike Mussio, President, FBB Capital Partners
Kevin Kelly, Founder, CEO and CCO, Kelly Intelligence
Turney Duff, host and author of “The Buy Side”
#DataCenters #AI #Copper #MarketHang #YahooFinance
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