Barclays warns that the expansion of AI infrastructure may expose related transactions to political risks

The Barclays strategy team stated that the rapidly expanding AI infrastructure is triggering a backlash among bipartisan voters in the United States, which could pose political risks to the currently popular AI trades.

The construction of data centers has made AI a cost of living issue, and voters are dissatisfied with rising electricity costs. Barclays warns investors that AI trades lack new upward catalysts, and related stocks may face policy pressure.