AIStratechery1h ago
Democrats' US midterms victory is a win for hyperscalers and AI labs
Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive
TL;DRUS voters rejected data center projects; unclear if opposition to AI infrastructure is lasting.
Why it matters: Permanent local resistance could cede AI leadership to China and reshape US tech dominance.
Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?
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