The Potential Economic Impact of Project Tango

The easy decision is to maintain the status quo, which is what is largely expected to be the case with today’s vote. However, the opportunity cost as outlined is likely far more significant than most have begun to consider. This is independent of longer-term considerations about having the infrastructure in place for our state to continue to lead economically in the AI age, and longer-term considerations about the international AI race. Specifically, China not only has adequate data center supply to support its current activities, but they’ve also built excess data center facilities so that the country won’t be slowed as growth continues to ramp up. The combination of China’s data center aggressiveness and consistent resistance within the U.S., runs the risk of tilting the balance of power to China in the years to come. There’s much more to this story.