The AI Boom Hits a Political Wall. Can India Cash In?

 

America voted blue. AI stocks bled red. And the world's biggest technology companies suddenly face a problem money alone cannot solve: public resistance. The US midterm elections have turned massive AI data centres into political battlegrounds, with voters protesting soaring electricity bills, water consumption and unchecked expansion. Could this derail America's AI ambitions and redirect billions in investment towards India? Or will China emerge stronger in the global AI race? Dia Rekhi speaks to Alex Tanenbaum, partner at Torys LLP about the political backlash threatening Silicon Valley's infrastructure boom, the risks confronting investors and India's opportunity to capitalise on the disruption.
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