Whose money, whose hardware, whose resources?
“This is a private investment” is not the end of the question. Large private projects can still create public costs through power systems, roads, municipal services, water infrastructure, emergency response, land-use pressure, and cleanup risk.
AI demand also changes hardware markets. GPUs, high-bandwidth memory (HBM), servers, power equipment, cooling gear, switchgear, transformers, and skilled labour all get pulled into the same global buildout.
Plain-English HBM: high-bandwidth memory is specialized ultra-fast memory used beside high-end AI chips and GPUs. When hyperscalers buy mountains of it, everybody else feels the shortage eventually.