Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects after Democratic candidates won or secured reelection, according to <em>Bloomberg</em>. Taiwan suppliers are watching closely as some projects could be paused, while Nvidia's upcoming earnings call is expected to provide clues on AI infrastructure demand.
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