Goldman Sachs Report: Regulatory Tightening Fails to Slow AI Infrastructure Growth

A Goldman Sachs report indicates that while Texas and Pennsylvania have tightened regulations on data center development, the impact is limited to speculative projects, leaving large-scale AI infrastructure demand unaffected. Super Micro Computer (SMCI) reported strong quarterly orders exceeding $60 billion, with 70% tied to AI. Global AI projects continue to accelerate, including sovereign AI initiatives in Saudi Arabia, India, and Armenia, alongside major partnerships between firms like IBM, Together AI, CoreWeave, and Hudson River Trading, utilizing hard