After the midterm results it’s been interesting to sense check how serious the Democrats actually are about opposing data centre developments. Clearly there is frustration around the impact they have - electricity bills, water consumption and the amount of power they're taking up. The Dems have been pretty successful making this an election issue. But how much of this is genuine opposition vs. just politics as the US is investing heavily in AI, and Democrats aren't exactly going to want America falling behind China. That means building more data centres whether they like it or not. Are they actually against data centre expansion or do they just want developers to face more restrictions? And what will this mean for stocks like NVDA, MU, SNDK, CRWV, STX throughout 2027…
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