
THE TEXAS GOVERNOR RACE HAS HUGE IMPLICATIONS ON AMERICA’S AI STORY: If Gina Hinojosa wins and implements a harder moratorium than Abbott’s current pause, it could risk delaying a massive chunk of the American AI story. Texas alone has ~25.5 GW of planned neocloud + miner capacity: $CIFR $IREN $MARA $HUT $GLXY $CORZ + Crusoe