Today in public markets Nvidia Earnings are coming out after the bell. Meanwhile Nvidia is raising prices by as much as 15% in spite of having a monopoly and operating like an AI bank for Neo Clouds for expensive and largely community opposed AI infrastructure projects. First, a bit of context.
In 2025 we saw a declining sentiment towards AI even as Agentic AI failed to move the needle for many businesses. In 2026 we are seeing an acceleration of the backlash against AI datacenters spread to the AI industry as a whole. I’ve been covering this and while it’s not my most popular work, I believe it’s an important coverage to portray the real impacts of the technology. I believe in 2027, the AI backlash becomes way more political in the United States and elsewhere.
The AI pushback might be one of the biggest bottlenecks to AI in the late 2020s, for the 2028 elections, and in the 2030s in the United States. Huge lawsuits against Advertising platforms could reshape the future. AI datacenter moratoriums (tracker) have accelerated in a marked way in 2026 spreading rapidly. While the U.S. is tough on trade with Canada, it’s actually pushing datacenters on them as well.
With an affordability crisis in the U.S. intensifying as wealth inequality accelerates due to the AI boom, the optics for AI looks very bad for huge swaths of the population. With less than three months until the midterm elections, opposition to AI data centers is becoming a “bipartisan rallying cry” in a growing number of U.S. states.
“Polls show that roughly 70% to 75% of Americans oppose building large data centers near their homes, and more than half support a national moratorium.”
A Spring 2026 (May) Gallup poll found that 70% of US Americans would oppose a data center being built in their local community – and more than half support a national data center ban.
In the three months since the Gallup Poll that number has likely increased! For my American readers, you may know that in mid August Pennsylvania, Democratic Gov. Josh Shapiro signed an executive order placing harsh standards on data center development in his state.
