October 9, 2026
(MSFT, AMZN, GOOGL, META, ORCL, CRWV, EQIX, DLR, NVDA, AMD) Blue Wave: AI & Data Center Taxes / Regs
A proposal by Senator Ruben Gallego (D-AZ) this week likely gives investors an idea of what’s in store for the AI / data center complex if Democrats take control of Congress next month (our base…
September 29, 2026
(MSFT, AMZN, GOOGL, META, ORCL, CRWV, DLR, EQIX, NVDA, AMD, VRT) Data Center Opposition Will Not Likely End with the Midterms
With data center moratoriums recently gaining steam across the country, we do not expect political opposition to data centers to fade after the midterms. Governors facing elections in 2027 and 2028 may face growing pressure…
June 17, 2026
(NVDA, AMD, GOOGL, META, CRWV, Anthropic, OpenAI) AI Regulation: State Patchwork, Federal Export Controls, and NDAA Chip Watch
We remain skeptical that Congress will pass comprehensive federal AI legislation this year or likely next year, leaving companies to navigate a state-by-state regulatory patchwork since no current federal law exists that broadly preempts state…