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 (Ben Thompson/Stratechery)
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?