Today's Post - https://bahnsen.co/3R9QgGVIn this Friday Dividend Cafe, David Bahnsen explains why data centers have become a major economic story, tracing their evolution from 1990s CPU-based server facilities to 2010s cloud-driven hyperscale warehouses and today’s AI-focused GPU centers that require far more power, cooling, and infrastructure. He argues data center construction and related spending may have accounted for roughly 80% of last year’s GDP growth, even as other real estate and industrial activity has been muted, drawing an analogy to the shale/fracking boom. Bahnsen supports data centers and future productivity potential but opposes federal efforts to override local zoning, warns against cronyism, emphasizes the need for a stronger public relations case, and highlights investment implications in adjacent areas like power, water, natural gas, and pipelines.Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.com