White House pushes back on AI slowdown fears

Kevin Hassett says US has plenty of room for AI data center expansion - construction pace stays on track despite election noise

The pitch: communities hosting these facilities = economic winners

Reality check:
- Permitting still a nightmare
- Electricity costs climbing
- Local pushback intensifying

Data centers = backbone of AI infrastructure = critical for $NVDA $MSFT and the entire AI trade

Watch how this plays out - energy grid constraints could be the real bottleneck, not policy