The Information: America's AI lead slips as data center backlash grows

Chinese AI models are gaining global token share while US tech giants eye Chinese chips, The Information reports. In the first three months of 2026, local opposition blocked or delayed roughly $130 billion in data center projects, with 71% of Americans opposing a data center near their home and Texas freezing new grid connections.

• Local opposition blocked or delayed about $130B in data center projects in Q1 2026
• 71% of Americans oppose a data center being built near their home
• Texas froze new grid-connected data center projects pending impact studies
• Chinese models gain global token share as US giants eye Chinese chips