Daiwa warning: public opposition to the AI data center boom will affect the market.

Morgan Stanley's latest warning states that public opposition to the artificial intelligence infrastructure boom will have an impact on the market. The bank pointed out that projects worth about $156 billion in 2025 have been canceled or delayed, while in the first quarter of 2026 alone, $130 billion worth of projects have been affected. Morgan Stanley stated: "Resistance to future data center construction will clearly impact the timing and intensity of the capital expenditure cycle, either extending its duration or reducing total investment demand."