As AI infrastructure continues to expand, data center development is drawing increased attention from investors, policymakers, and local communities. In this video, Orion’s Investment Strategy team discusses what’s driving the buildout, how companies are financing it, and why concerns about electricity costs, environmental impacts, and local development are becoming part of the conversation ahead of the upcoming midterm elections.
Could growing opposition slow the AI buildout, or simply shift where the next wave of investment happens? The team explores how state and local restrictions could influence development, why expectations for AI spending matter to markets, and what investors should watch as policy decisions and public sentiment evolve.