Ben Thompson / Stratechery:

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  —  Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?

Ben Thompson / Stratechery:

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  —  Data Centers were on the ballot, and they lost in a major way; what does it mean if American opposition to building is permanent?

Source: TechMeme
Source Link: https://www.techmeme.com/261104/p20#a261104p20