What The Fudge for November 8, 2026: Elections and Electrons

Subscribe and Listen: https://youtu.be/nsIcKTfW7Qw🎙️ Regulatory ResetThe political spectrum for technology policy may have changed week with the US midterm elections. The prior mandate around the underlying infrastructure layer of the AI boom might change too.All companies in the AI value chain tied to data centers may see renewed focused on regulation in the US market. Building out future AI data center capacity in the US might require more than exhuberance and assumed entitlements.Unconstrained AI data center overbuilding will see headwinds as voters in dozens of US jurisdictions passed bans or restrictions. This represents a shift for prioritizing AI regulation and AI value chain scrutiny that will mark the end of the recent “build first, ask questions later” expansion thesis.AI value chain company impactsNasdaq sheds $2.3TData center impacts expectedData center bans pass in 38+ US electionsNVIDIA oversight is coming📍 Field Report: Silicon to Services ShuffleBeneath the elections…

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