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Story summary
- Goldman Sachs estimates only about half of U.S. AI data-center capacity for 2028 will be operational.
- A Gallup poll shows 71% of Americans oppose AI data centers, while New York and Texas have moratorium bans.
- JPMorgan reports $750 billion AI infrastructure investment and a 7% rise in construction spending to $68.3 billion, while the American Edge Project cites chip shortages and a need for 500,000 electricians, 300,000 welders and 550,000 plumbers.
