$Alibaba(BABA)$ More pushback

$Alibaba(BABA)$ More pushback against data center development in the U.S. This will only intensify as the midterms approach. "More than 500 US jurisdictions now ban or restrict new data centers; over 150 local bans passed in July alone across 42 states."

BABA isn't located in the U.S. and will be a huge beneficiary of this U.S. pushback that have started delaying existing and future U.S. data center projects. The U.S. will be AI compute capacity restricted soon.

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