Why investors should be concerned about the growing backlash to AI data centers

(By Samuel O’Brient) –

Max Kulyk, CEO of wealth management firm Chicory Wealth, said that his team regards it as a significant risk that is likely to get worse. “A slowdown results in fewer orders for the physical inputs and semiconductors into datacenters, while also limiting the compute available for AI models,” he said. “It could also delay revenue for some companies that took on large amounts of debt to finance their datacenter buildouts. This outcome hurts semiconductors, physical AI inputs, and hyperscalers alike.”

August 30, 2026 / by Liv Gagnon

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The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.

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