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?

原文：https://www.a8q9.cn/en/article/democrats-us-midterms-victory-is-a-win-for-hyperscalers-and-ai-labs-a-mixed-bag--6e524e.html