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MSFTBALANCEDSubstantive discussion · 3/5

Shift in data center deal-making power

The guest argued the balance of power in data center siting has shifted from communities competing with subsidies to tech companies needing to offer more upfront benefits.

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The story so far
OPEN · 4 MENTIONS · 2 EPISODES · 2 SHOWS
2 SUPPORT · 2 REPEAT
  1. 21 AUG 2026 · 6D AGO · FIRST HEARD
    ODD LOTS · 3 MENTIONS
  2. 23 AUG 2026 · 4D AGO
    MOTLEY FOOL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE