BMO's Harsh Kumar on midterm results, AI regulation: The demand is there to build out data centers
BMO analyst Harsh Kumar commented on midterm election results and the AI regulation environment, suggesting that demand for data center infrastructure remains strong regardless of the political backdrop.
Why this matters: Data centers are where AI actually lives. More of them means more energy, more land, more water, and more concentrated control over the infrastructure that runs modern digital life. When analysts say demand is there to build, they mean private capital will keep moving, with or without regulation catching up. The gap between how fast this infrastructure grows and how slowly oversight arrives is where real risks accumulate for ordinary people whose data flows through it.
Who should care: AI governance · Lawyers · Administrators · Compliance · General readers · Policy
This summary is AI-assisted and may contain errors. It is an original briefing to help you gauge significance quickly — not a reproduction of the source. Always read the linked original before relying on it. See our methodology.