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  1. The Verge · AI80

    AI industry in the US faces regulatory and data center construction resistance after the midterm elections

    After the Democratic Party won both the Senate and House in the US midterm elections, the AI industry is facing the prospect of tighter regulation and slower data center construction, with 43 out of 44 local data center bans passed in the vote. Elected officials have promised to summon CEOs of AI companies to testify, and experts believe that Trump and the Republican Party in Congress have basically ended their efforts to ban state-level AI restrictions.

    Why it matters: The midterm election results and the vote on local data center bans provide specific signals for observing the direction of US AI regulation.

  1. ITHome · AI72

    Microsoft, Google, Oracle, and other five tech giants have pledged to invest more than 3 trillion US dollars in AI infrastructure.

    According to Bloomberg, Alphabet, Meta, Microsoft, Amazon, and Oracle have pledged to invest more than 3 trillion US dollars in data centers and other fields in the coming years, with a total of 1.3 trillion US dollars in lease payment commitments and a total of 1.9 trillion US dollars in other procurement commitments.

    Why it matters: The contract commitments of the five giants in terms of scale and scope are listed together, revealing the capital structure and recovery pressure of AI data center investments.

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