00:00You can't talk about these midterms without talking about AI, obviously.
00:03The data center conversation in the US is never-ending.
00:07And for some context, 41 data center-related ballot measures
00:11were up for a vote in the elections last week in 10 states.
00:14And voters rejected infrastructure build-outs 40 out of 41 times.
00:19So a pretty clear message there.
00:20What's the conversation about data centers like, Kamal, in Europe right now?
00:24Maybe we start in the UK and then speak more broadly.
00:27Certainly much less aggressive than it is in America.
00:29It hasn't been the tense conversations that you've been having over there.
00:34There is a debate around resources.
00:36There is a debate around where these data centers might be put.
00:40But not to the extent of in America, the protests that we've seen in America.
00:45In Europe, the polling shows that the public are not as anti-artificial intelligence development
00:54as is happening in America.
00:56Why do you think that is? Why is that?
00:57I think a couple of reasons.
00:58First of all, there's much more concern here that Europe is going to be left behind.
01:04We're not going to innovate quickly enough.
01:06In a way, you've already gone to the next chapter of AI development,
01:10that you know you have the people who can seize the future
01:14and show the great opportunities of artificial intelligence.
01:18You've always moved on to chapter two, which is, and here are the worries,
01:22and data centers is one of them.
01:25In Europe, we're still worrying, have we got the innovators?
01:29Are we actually going to make as much out of the AI revolution as America?
01:33Looks like it's going to be able to make, and it's already making.
01:36As China looks like it's going to be able to make, and it's already making.
01:39As China looks like it's going to be able to make, and it's already making.
