Data centers are among the most geographically concentrated assets in the U.S. economy, and thus in the world. That is both a blessing and a curse, depending on how you want to balance risk/cost vs NIMBY-ism.

Source: https://www.gspublishing.com/content/research/en/reports/2026/02/11/cefdda9f-3b7c-4a53-9950-dfcfa3c6bbc2.html