August 6, 2026
(GOOGL, META, MSFT, Anthropic, OpenAI) Govt. Vetting of AI Frontier Models
We view the White House’s meetings this week with Google (GOOG), Meta (META), Anthropic and OpenAI as evidence that it still plans to release its framework for vetting frontier AI models despite missing the Aug….
August 4, 2026
(COHR, LITE, AAOI, AMZN, MSFT, GOOGL, META) Texas Data Center “Moratorium” Likely to Extend Into 2027; FCC Chinese Transceiver Ban Likely This Year
We expect Texas Gov. Greg Abbott’s (R) pause on data-center approvals to extend into 2027, with the Texas Legislature likely to determine the industry’s longer-term regulatory and tax treatment during its January 12-May 31 session…