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Barchart
Barchart
Barchart Insights

Here’s a Critical Pick-and-Shovel Trade to Invest in the NIMBY Backlash Against AI Data Centers

The artificial intelligence (AI) boom isn’t being slowed by chips, software, or demand. It’s being slowed by something far more basic: a thirst for water.

In this Market on Close clip, Barchart’s Senior Market Strategist John Rowland, CMT, explains why the next phase of AI infrastructure investing won’t be about who builds the fastest model — but who can actually get data centers approved, cooled, and sustained in the real world.

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