News
Mixed
Volatility: 2/5
Data Center 'Backlash Is Very Real': Goodpaster
August 26, 2026
·
bloomberg
·
70% confidence
Summary
Growing political and community backlash against data center construction could restrict supply and raise costs for operators.
AI Analysis
Pushback delays new data center projects, reducing future supply and potentially raising pricing power for existing facilities. But construction slowdowns hurt builders and may slow AI infrastructure growth, creating mixed broad market impact.
Direction
Mixed
Volatility
2/5 - Low
AI Confidence
70%
Affected Stocks
DLR
EQIX
CCI
MTZ
ACM
VST
Likely Winners
DLR (Digital Realty)
EQIX (Equinix)
CCI (Crown Castle)
Likely Losers
MTZ (MasTec)
ACM (AECOM)
VST (Vistra)
Suggested Action
Buy DLR to benefit from limited new supply and increased pricing power
Recommended Actions
- Buy DLR to benefit from limited new supply and increased pricing power
- Short MTZ calls if data center backlog delays persist
- Monitor XLU for utility exposure to reduced power demand growth
- Add EQIX as a defensive AI infrastructure play with existing capacity
- Track local permit approval data for major hyperscale projects