AI Morning Wire / November 04, 2026
NOVEMBER 04, 2026Voters Hit the Brakes on the AI Buildout (Nov 4, 2026)
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[AI DAILY NEWS RUNDOWN]
Voters just put the brakes on the AI buildout. How hard will they bite? Democrats won both chambers of Congress (AP), voters passed dozens of data-center limits, and Texas, home to 41% of 2028's new capacity, elected a moratorium backer.
In this episode:
- The "AI earthquake": results, ballot measures and $250M in crypto and AI money.
- What changes: Texas, 2028 data-center capacity and state AI laws.
- What doesn't: most 2027 capacity is already being built.
- Search is becoming AI: ChatGPT handles a fifth of Google's query volume.
- The money: enterprise AI spending hits $177B.
- The back door: a fake job interview behind the $6.3B Binance theft.
- Cert Corner: how to run code from a job interview safely. Answer at the end.
Also today:
- OpenAI buys Pierre Computer to take on GitHub.
- Nvidia can fill only 1% of China's orders for one chip.
Sources & links: https://enoumen.substack.com
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