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Deep & Emerging Tech·November 3, 2026·1 min read

‘Our Risk, Their Reward’: Zohran Mamdani on AI and Data Centers

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Local political scrutiny of AI data centers—on power, land use, and school impacts—turns siting from a pure cost optimization into a legitimacy question. If you’re planning large compute builds, treat community and regulatory engagement as a core workstream, not an afterthought.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.