Hyperscalers must proactively address local community concerns regarding electricity costs, water usage, and noise to prevent AI infrastructure projects from being cancelled.

“I think there are two things. The people in Indiana and Wisconsin said again electricity prices, water and noise. I think that we can fix those problems and I think we we meaning our industry and specifically the hyperscalers need to start using these gobs of free cash that today public markets don'”

AI is a net positive for economic growth and fears regarding widespread job loss are currently based on theoretical, anecdotal narratives rather than evidence.

“The job loss narrative is just that. It's just a narrative. It's a story. The media loves to tell it. It's mostly theoretical. It's mostly anecdotal. You can point to a few jobs here and there, but there's no evidence of widespread job loss.”