Cerebras Systems vs NVIDIA

Post-Midterms Clash Over Data Centers Looms

Following the November 3 midterm elections, Democrats gained control of Congress, setting up a political clash with the Republican White House over data center construction. Exit polls show widespread voter opposition to AI data centers, with nearly 80% against building them in their neighborhoods. Several states and counties voted to restrict or ban data centers, including Ohio where Meta planned a large facility. Democrats, now controlling Congress, may pursue legislation like a nationwide moratorium proposed by Sanders and Ocasio-Cortez, as well as the GRID Savings Act. Industry analysts predict construction delays in states like Georgia and Texas due to political opposition. The backlash reflects broader concerns about AI's environmental impact, community consent, and economic inequality, with data centers becoming a symbol of tech power.

• Democrats gained control of Congress in the November 3, 2026 midterm elections.
• NBC exit poll: nearly 80% of voters oppose data centers in their neighborhoods.
• Ohio county passed a ban on data centers where Meta planned a 700,000 sq ft facility.

AI Is Changing How Semiconductor Fabs Work — and Engineers Are Moving Faster Because of It

NVIDIA blog post published November 03, 2026, discussing how AI is transforming semiconductor fabrication processes.

AI Bubble Will Burst, Says Doctorow: Buy at 90% Off

In an interview with Trending Topics, Cory Doctorow, a prominent Big Tech critic, argues that the current AI boom is a speculative bubble with poor unit economics that worsen with scale, predicting severe economic and social consequences. He criticizes Anthropic's upcoming IPO, comparing it to Elon Musk's SpaceX listing, which he says used retail investors as exit liquidity. Doctorow advises Europe against building its own AI models, instead recommending waiting for the bubble to burst and buying infrastructure at a discount, or using Chinese models. He advocates for 'tearing down the walls' of digital sovereignty, calling for changes to the Copyright Directive to allow data portability from US clouds and for legal iPhone jailbreaking to permit alternative app stores. He also views protests against data centers as part of an anti-oligarchy movement, and notes the US may already be in a recession without AI, citing Apollo Capital's analysis.

• Cory Doctorow predicts the AI bubble will burst, citing poor unit economics and recommending Europe to wait and buy assets at a discount.
• Anthropic is planning an IPO, which Doctorow criticizes as risky for retail investors, comparing it to SpaceX's listing.
• He claims 35% of the S&P 500 is made up of seven AI companies, six of which lose money, with Nvidia being the exception.