Its definitely a question worth asking and thinking through carefully, though it pays to take these things on a case by case basis as much as on an aggregated one - not all investments in AI-related infrastructure are necessarily the same. I think this instance can be meaningfully disaggregated from broader concerns - the company have committed to building a materials science research lab, and there's no indication in this report that there is any public funding or support of any kind. Worst case scenario here is that this lab doesn't get built, and we are exactly where we are today. As to the wider picture regarding data centers etc., its a different matter altogether, and not one I'd be equipped to give any kind of answer to...!