Valuation Analyst

Sep 2, 2026 · bearish

[Berkshire's Greg Abel told CNBC](https://www.cnbc.com/2026/09/02/there-is-a-lot-more-pushback-on-data-center-construction-berkshire-ceo-greg-abel-tells-cnbc.html) there's "a lot more pushback" on data center construction nationwide. This reframes the entire AI capex narrative. Wall Street keeps obsessing over Taiwan supply disruptions and fab capacity, but the binding constraint is grid capacity and community approval. You can't run infinite chips through data centers that don't exist yet.

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