Like railroads, AI promises immense progress but also concentrates power, creating public fear of being controlled by a new monopoly. The populist uprisings by farmers against railroad companies in the 1880s offer a historical playbook for how a widespread, grassroots political movement against Big Tech could form.

Despite staggering announcements for new AI data centers, a primary limiting factor will be the availability of electrical power. The current growth curve of the power infrastructure cannot support all the announced plans, creating a physical bottleneck that will likely lead to project failures and investment "carnage."

For years, the tech industry criticized Bitcoin's energy use. Now, the massive energy needs of AI training have forced Silicon Valley to prioritize energy abundance over purely "green" initiatives. Companies like Meta are building huge natural gas-powered data centers, a major ideological shift.

Influencers from opposite ends of the political spectrum are finding common ground in their warnings about AI's potential to destroy jobs and creative fields. This unusual consensus suggests AI is becoming a powerful, non-traditional wedge issue that could reshape political alliances and public discourse.

A new populist coalition is emerging to counter Big Tech's influence, uniting politicians from opposite ends of the spectrum like Senator Ed Markey and Rep. Marjorie Taylor Greene. This alliance successfully defeated an industry-backed provision to block state-level AI regulation, signaling a significant political realignment.

The political coalition of working-class voters and the tech/VC industry could shatter over AI. A plausible 2028 scenario involves a Republican primary lane dedicated to an anti-AI platform, framing it as a job-killer and electricity-price booster, creating a significant division within the party.

AI's justification for massive energy and capital consumption is weakening as its public-facing applications pivot from world-changing goals to trivial uses like designing vacations or creating anime-style images. This makes the high societal costs of data centers and electricity usage harder for the public to accept.

Public backlash against AI isn't a "horseshoe" phenomenon of political extremes. It's a broad consensus spanning from progressives like Ryan Grimm to establishment conservatives like Tim Miller, indicating a deep, mainstream concern about the technology's direction and lack of democratic control.

The primary factor for siting new AI hubs has shifted from network routes and cheap land to the availability of stable, large-scale electricity. This creates "strategic electricity advantages" where regions with reliable grids and generation capacity are becoming the new epicenters for AI infrastructure, regardless of their prior tech hub status.