With a historic blue wave currently unfurling across the length and breadth of America, including in Texas, a state that is absolutely indispensable to the ongoing AI buildout, analysts are now mulling over what this seismic shift entails for the oncoming compute capacity additions. And, as per a preliminary assessment by Altimeter Capital’s Brad Gerstner, a significant proportion of the compute capacity currently slated for 2027 may not come online as per schedule. This paradigm shift also bodes ill for chronically partisan Elon Musk, who has just quipped that space-based data centers might be his only feasible escape route now. […]
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