Friedberg: Restricting US data center expansion will shift economic value overseas
David Friedberg · Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot · Feb 28, 2026 · at 44:15
David Friedberg evaluates the economic consequences of domestic regulatory resistance and moratoriums on AI data center construction.
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“If we don't put them here, someone else will put them on their shores, someone else will put them in their country, someone else will put them in their jurisdiction, and a lot of the economic value that arises from the people that will build those facilities, the energy That will be installed to produce power for those facilities. And then all of the second and third order industries that emerge as a result of those installations, that value will accrue elsewhere.”
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