Veytics Intelligence
2026-11-03 · Yahoo

AI's $100B data-center bet is riding on midterm ballots

Sherwood News head of markets, Luke Kawa, joins "The 8:30" hosts Pras Subramanian and Jake Conley to discuss the midterm elections and what's at stake for AI data centers. Video Transcript 00:00 Speaker A Biggest story in the world today is the US midterm elections. Very closely watched. I'm just going to rattle through a few of the figures heading in here. 00:09 Speaker A 435 House seats, 35 Senate contests, 36 governors, that is 506 contests at the national level. If you add in local races, ballot measures, we are in the thousands. Democrats needing to pick up three seats to flip the house on net. They need to pick up four in the Senate on net. Polls have the Democrats almost certainly flipping the house.

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