Kalshi Traders Put 75% Odds on Over 5,100 AI Data Centers by 2027

The shift in odds matters less as a forecast than as a read on how quickly the market's own base case is being revised: a fifteen-point move in two weeks implies traders see the buildout's pipeline as accelerating faster than the verified count can capture. That gap between sentiment and Data Center Map's tally is the tension worth watching, since verification lags planning. The local opposition angle is the more durable signal — power and water constraints are the kind of friction that can slow a project after it has already been counted.