The Democratic Sweep Means Increased Risk for GPU Megadeals.Tuesday's election isn’t going to stop the AI buildout, will | Hanami
The Democratic Sweep Means Increased Risk for GPU Megadeals. Tuesday's election isn’t going to stop the AI buildout, will shift who gets financed, and on what terms. Democrats won control of both the House and Senate, and in the states where data centers are actually being built, voters elected officials who ran on making them pay their own way. For GPU lenders, the lesson is simple: the political risk of very large projects just went up. The best risk-adjusted opportunity now sits in the Compute Middle Market, GPU deals between $25 million and $500 milli