Forgent Power Solutions

BofA cuts to the chase on AI data center demand

A Bank of America report indicates strong demand for AI data center infrastructure but highlights increased risks from permit delays and local opposition, particularly in regions like Loudoun County, Virginia. Data center suppliers continue to see robust order books, but project delays due to community pushback and proposed moratoriums could impact revenue conversion. Developers are increasingly making public commitments to address concerns about resource use and grid impact.