{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Loop AI","title":"America Voted Against Data Centers: What the Midterms Mean for AI and Why It Might Be Good","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2f7f9822\"></iframe>","width":"100%","height":180,"duration":1337,"description":"On Tuesday, voters pushed back on AI data centers. Democrats won the House and the Senate, flipped governorships in Texas, Ohio and Georgia, and data-center restrictions passed in towns across the country. Goldman Sachs warns that 45% of planned US data-center capacity could be affected, and Texas alone is about a quarter of it. Ejaaz breaks down why an AI bull thinks the slowdown might actually be good for AI: no overbuild, data centers that pay their own way, and a race that rewards whoever uses compute most efficiently.\nWe also cover why voters turned on data centers (power, land and water), Gina Hinojosa's conditions in Texas, the water myth, the market's split reaction (stocks up, AI stocks down, Elon's companies hit hardest), the 10 to 15 gigawatts that may not come online, the new stakeholder in the AI money loop, and what it means for the race with China.\n==\nFOLLOW EJAAZ ON TWITTER:\nhttps://x.com/cryptopunk7213\n==\nTimestamps\n00:00 America Hits Pause on AI\n01:34 Power, Land and Water\n02:38 Why Voters Turned\n04:18 What the Midterms Changed\n05:08 Texas Wants Data Centers to Pay\n07:07 A Bipartisan Backlash\n07:29 The China Problem\n08:34 The Water Myth\n09:55 Who Pays for Power\n10:39 The Market Reaction\n12:06 A New Stakeholder\n13:07 Good News for the Bears\n14:19 Stocks From Here\n15:34 Efficiency Wins\n17:24 AI Gets More Expensive\n18:03 US vs China\n19:51 Final Thoughts\n#ai #datacenters #midterms #elections #elonmusk\n==\nAlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.\n👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571","thumbnail_url":"https://img.transistorcdn.com/eEvfDcioyXt_JP5dOd1j7wEY5UftNIM06PjgQA_TLes/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MmQx/ODlmNDYyMjIxZTU3/NTgwOGJjMmUzZTkz/OWE5Ny5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}