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Deep & Emerging Tech·November 9, 2026·1 min read

US voters in Harwood, North Dakota rejected a ballot measure that opposed Applied Digital's $3B data center, set to open in 2027, bucking a nationwide backlash

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Local resistance is now a gating factor for AI-scale data centers—Harwood’s $3B greenlight is the exception that proves the rule. If your roadmap depends on new megawatt-scale sites, treat community engagement and ballot risk as core project work, not PR.

Deep & Emerging Tech

Sources: a Commerce Department investigation into Megaspeed for allegedly smuggling Nvidia chips to China was transferred to the DOJ after Nvidia intervened

An alleged Nvidia-linked shift of a Commerce probe into Megaspeed over smuggled AI chips into a DOJ case underscores how export control enforcement is becoming more criminal and less administrative. If you’re in the AI hardware supply chain, treat compliance as a board-level risk — routing, resellers, and end-use checks are now prosecutable, not just fineable.