“Balance of Power” focuses on the intersection of politics and global business. On today’s show, Greg Allen, Founder & CEO of Decision Tree Research, says AI data-center projects already underway are unlikely to be disrupted by growing political scrutiny and will bring tens of gigawatts of new compute capacity online over the next 18 months. Rep. Subramanyam (D-VA) says Democrats want to prevent the data-center industry from steamrolling communities by building near homes and schools or making residents bear higher power costs.
Chapters:
00:01:45 Bloomberg’s Romaine Bostick on Markets Reckon With New Data Center Scrutiny
00:04:02 Gregory Allen, Founder & CEO of Decision Tree Research, on the Future of the AI Buildout
00:08:26 Gregory Allen on Could an AI Infrastructure Slowdown Help the Industry?
00:11:07 Gregory Allen on Democrats Push for New AI Guardrails
00:14:22 Bloomberg’s Jeff Mason & Bloomberg’s Eric Martin on Marco Rubio Weighs Leaving the Trump Administration
00:24:08 The Debrief with Mario Parker: Democrats Map Out Their New Congressional Agenda
00:29:03 Rep. Suhas Subramanyam (D-VA) on Data Center Regulation
00:32:19 Rep. Suhas Subramanyam (D-VA) on Democrats Prepare for Oversight and Investigations
00:35:50 Rep. Suhas Subramanyam (D-VA) Opposes Trump’s Proposed Victory Arch
00:38:21 Political Panel Reacts: Democrats’ Seismic Gains in Texas, Rubio’s Future in the Trump Administration, The 2028 Presidential Race Takes Shape
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