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Dan Ives Warns 10%-15% of US Data Center Projects Could Be Cut as AI Boom Faces Political Backlash, Calls It the ‘Biggest Threat’

While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data center buildouts is the single biggest threat to the tech revolution, following his tour of Midwest infrastructure sites.The ‘Hearts and Lungs’...

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Stocks· September 10, 2026 at 12:30 AM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

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While Wall Street focuses on capital expenditure, Yorkville Ives partner Dan Ives argues that growing political backlash against data center buildouts is the single biggest threat to the tech revolution, following his tour of Midwest infrastructure sites.The ‘Hearts and Lungs’...

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