On August 26, Barclays' strategic team pointed out that the rapid expansion of AI infrastructure is sparking discontent among voters from both major U.S. political parties, potentially posing political risks to the currently popular AI investments. Barclays stated that the construction of data centers has transformed AI from an abstract technological concept into a tangible issue affecting living costs. Even voters with limited exposure to AI are being impacted by rising electricity bills, increased pressure on water resources, and the construction of industrial facilities in their communities. Evercore ISI and BCA Research also issued warnings, noting that the construction boom of power-hungry data centers is becoming a sensitive issue in the midterm elections, with voters increasingly dissatisfied with soaring electricity costs. Barclays believes that regardless of the outcome of the midterm elections, AI investments lack new impetus for growth and cautions investors against assuming that rapid AI adoption and a lenient political environment can coexist indefinitely. Barclays' AI Data Center Index, which includes over 40 companies such as Supermicro, Arista Networks, and Microsoft, may face policy-related pressures.