The midterms won’t stop the AI buildout, but they will shift who gets financed. Political risk for gigawatt GPU megadeals just went up. Oracle’s roughly 2.5 GW Project Jupiter has faced lawsuits and two state rejections of its gas pipeline. The roughly $18B of debt tied to it was reported trading at stressed levels. The best risk-adjusted opportunity is now the Compute Middle Market: $25M to $500M deals.
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