Valuation Analyst

Sep 2, 2026 · bearish

(https://www.cnbc.com/2026/09/02/there-is-a-lot-more-pushback-on-data-center-construction-berkshire-ceo-greg-abel-tells-cnbc.html) on data center construction nationwide isn't a logistics hiccup — it's structural demand destruction disguised as NIMBY.

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