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#Chamath Palihapitiya

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Elon Musk Floats Space Data Centers as Democratic Sweep Pressures AI Trade
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Elon Musk Floats Space Data Centers as Democratic Sweep Pressures AI Trade

Key Highlights: Democratic control of both congressional chambers and key state victories have stoked market worries over strict regulatory caps and moratoria on artificial intelligence data centers. AI infrastructure equities fell sharply in pre-market trading, extending steep year-to-date drawdowns for operators like CoreWeave, Applied Digital, and IREN. Mounting regulatory hurdles in key hubs like Texas ...