According to CoinMeta, a well-known Silicon Valley podcast hosted a live broadcast on the night of the U.S. midterms, where several tech investors discussed the potential impact of a Democratic victory on the data center industry. The host expressed concern that tech investment has become an important pillar of U.S. economic growth, and since data center construction relies heavily on power supply, if Democrats restrict the construction of new data centers in states like Texas, the entire industry could be impacted. Another host suggested that the tech sector should take the initiative to engage with Democrats to collaboratively develop regulatory policies. He argued that the tech community's rhetoric about AI potentially leading to human extinction has only exacerbated public fears. A regular guest, the founder of Altimeter Capital, believed that many Democratic winners hope to have more say in future regulations and do not intend to completely halt AI development. He estimated that 10 to 15GW of additional data center power capacity planned for 2027 in the U.S. might not be put into operation on time, but he remains optimistic about the growth of AI-related companies.