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Data center pushback seen as a tailwind for certain REITs
CNBC says resistance to AI data centers could benefit data-center focused real estate investment trusts as sentiment and development plans shift.
CNBC Markets reports that a backlash against artificial intelligence data centers may end up providing support for some real estate investment trusts tied to the sector.
The outlet frames the move as a potential tailwind for REITs, arguing the pushback could alter expectations around AI data center activity and demand.
CNBC Real Estate covers the same theme, pointing to the broader impact that opposition to AI projects could have on the REITs exposed to that real estate demand.