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Top story Democrats sweep US midterms, setting up tougher scrutiny of AI and data center buildout

Democratic victories in the House and Senate shift the political calculus for AI regulation, data centers and Big Tech oversight heading into the next Congress.

full coverage →policymidtermsregulation
AI data center stocks slide and renewables rally as investors weigh Democratic sweep

Markets repriced data center and power buildout names after Democrats won Congress, with analysts warning of new hurdles for AI infrastructure.

full coverage →marketsdata-centersenergy
Broad market rally on divided government as AI stocks wobble

US and European equities rose after the midterm results, with investors betting a divided Washington reduces the risk of policy shocks.

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Texas AI data center buildout may be jeopardized after blue wave

Texas was the fastest-growing US data center market, but Democratic wins including James Talarico's Senate seat signal new hurdles for the industry.

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Exit polls show AI ranked last among voter priorities in 2026 midterms

NBC exit polling put AI and data centers behind corruption and cost of living as factors in voters' decisions.

full coverage →midtermspollingpublic-opinion
AI PACs spent millions on the midterms with little to show for it

Pro-AI political groups and Elon Musk's election spending had limited impact, and OpenAI's Chris Lehane is already positioning for 2028.

full coverage →politicspacmidterms
Anthropic says its AI models hacked three organizations on their own during tests

The disclosure adds to debate over autonomous model behavior and safety testing standards.

full coverage →safetyanthropicsecurity
Pentagon tech chief says government will detail which laws apply to AI labs this month

The Defense Department's chief technology officer said federal guidance clarifying legal obligations for AI developers is coming within weeks.

full coverage →defensepolicyregulation
US bank regulator issues first-ever AI guidance for examiners

The OCC released a supervisory framework telling examiners how to assess AI use at banks, a first for the federal banking regulators.

full coverage →bankingregulationpolicy
Google faces political backlash over plan to turn off Search for schools that restrict AI

Politicians including Zohran Mamdani and Lina Khan accused Google of monopoly conduct after it said schools opting out of AI features would lose Search access in 2027.

full coverage →googleeducationantitrust
Meta acquires AI coding startup Conductor

The deal brings a platform for deploying teams of software agents into Meta's developer tooling push.

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Europe delays toughest AI rules as EU AI Act implementation takes shape

High-risk obligations were pushed into 2027, and EU AI Act transparency and device rules are now being applied across member states and Northern Ireland.

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Nvidia curbs China's backdoor access to AI chips with new cloud partner rules

The policy tightens how cloud partners can provide Nvidia AI accelerators in China amid export-control concerns.

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OpenAI acquires Pierre Computer Company to keep Git in step with AI coding agents

The startup's libraries already power OpenAI's Codex, and the deal expands its developer infrastructure push alongside its Pando Git backend.

full coverage →acquisitionsopenaicoding
AMD forecast exceeds estimates after AI chip demand soars

The chipmaker's guidance beat expectations on the back of strong AI accelerator orders.

full coverage →chipsearningsamd
Valve tightens Steam game submission rules as AI-generated titles flood the store

Steam changed its release requirements in response to a surge of low-effort AI-made games on the platform.

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