Sources: at Jensen Huang's election event, tech executives expressed concern over anti-data center results; OpenAI discussed resetting its 2027 capacity plans
THE SO WHAT
When execs are openly talking about resetting 2027 capacity plans, you know the constraint has shifted from capex to social license. Any AI-heavy roadmap should now include a scenario where US compute growth is throttled and capacity becomes a priced, rationed resource.
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