[Subtle Shift in Attitudes Among Silicon Valley Leaders: AI Development Cannot Rely Solely on Trump] Beating AI News Flash: On the night of the US midterm elections, the well-known Silicon Valley podcast All-In held a live broadcast where several tech investors discussed the potential impact of a Democratic victory on the AI industry. Host Chamath Palihapitiya expressed concern that AI investment has become a crucial pillar of US economic growth, while data center construction is highly dependent on electricity supply. If the Democrats restrict new data center construction in states like Texas, the entire AI industry could be impacted. Host Jason Calacanis suggested that the tech industry, which previously actively supported Trump, should now proactively engage with the Democrats to cooperate on AI regulatory policies. He also believes that the tech community's past repeated claims that AI could lead to human extinction and mass unemployment have actually exacerbated public fears about AI. All-In regular guest and Altimeter Capital founder Brad Gerstner believes that many Democratic winners simply want more say in AI regulation and do not intend to completely halt AI. He estimates that 10 to 15 GW of new data center power capacity originally planned for 2027 in the US may not be operational by the deadline. However, he remains optimistic about the growth of AI modeling companies. As an existing investor in Anthropic, he stated that even with the setbacks in data center construction, Altimeter still hopes to be one of the largest buyers in Anthropic's IPO. [Original Link]