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Data Centers’ Political Battle artwork
Business

Data Centers’ Political Battle

Thoughts on the Market by Morgan Stanley

Jul 23, 202600:05:00Business

Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accelerate AI capital spending. Read more insights from Morgan Stanley. -----...

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Data Centers’ Political Battle is an episode from Thoughts on the Market by Morgan Stanley. Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accele...

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Published Jul 23, 2026, 00:05:00 long, audio available.

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