After the midterms, the AI build-out faces three questions: where to build, how to pay for it and how fast to spend.
The vote weighs on the first. Goldman Sachs estimates states likely to tighten data-center rules hold about 45% of planned US capacity, Texas alone about 25%. Voters backed limits in 40 of 41 local ballot measures.
The Fed and Nvidia test the other two. After 165,000 new jobs in October, against 65,000 expected, traders see about an 80% chance the Fed raises interest rates in December. Nvidia, whose sales show the pace of AI spending, reports on 17 November against its own $108 billion forecast.
Strategist is built to test management’s plan against an independent one.
Which question is your plan most exposed to? strategist.intelligenxe.com
