Polls show AI sentiment is waning in the U.S.

Summary

CNBC's Kate Rooney reports on the growing backlash against AI data centers, highlighting negative public sentiment, blocked projects, and implications for AI companies' IPOs and big tech spending. The mood around AI is turning negative, with polls showing risks outweigh benefits, and data center faces local opposition. This could affect market dynamics as AI becomes a key election issue.

• Public perception of AI is worsening, with polls showing more Americans believe risks outweigh benefits.
• Data center projects face opposition, leading to bans and delays in states like Missouri and Maine.
• Negative sentiment is seen as a threat to upcoming IPOs of AI companies like OpenAI and Anthropic.
• Big Tech companies plan to spend hundreds of billions on data center buildout this year.
• AI is expected to be a key issue in the upcoming election season.
• The report emphasizes the importance of investor sentiment for successful public debuts.
• OpenAI frames compute and data centers as a strategic advantage in competitive battles.
• Recent incidents, such as an attack on OpenAI's CEO, underscore anti-AI sentiments.