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Applied AI·August 11, 2026·1 min read

Nvidia stopped funding the AI boom alone, Saudi banks cannot fund theirs, and 500 US towns have banned the buildings

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AI infrastructure is now a $500B‑scale asset class co-financed with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and KKR — but local political consent is emerging as a hard constraint, with hundreds of US towns pushing back on data centers. Treat siting, community relations, and regulatory risk as first-class inputs to your capacity strategy, not afterthoughts to chip supply.