The Election Day Revolt That Threatens America's AI Boom -- WSJ

The biggest names in America's artificial-intelligence boom gathered at the San Francisco Opera House on election night for a show hosted by Nvidia CEO Jensen Huang.

They were there to see "The Marriage of Figaro." But over wine and passed hors d'oeuvre, executives in tuxedos buzzed about an emerging threat to their industry, people in attendance said: election results were coming in overwhelmingly against the massive build-out of computing capacity that Silicon Valley is counting on to power its future.

By Wednesday morning, senior leaders at OpenAI were discussing whether the results meant the company would have to reset expectations regarding its data center capacity next year, according to a person familiar with the conversation.

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(END) Dow Jones Newswires

November 05, 2026 01:00 ET (06:00 GMT)