$100B
Summary
Twenty-five percent of registered federal lobbyists now work on AI issues, up from 11% in 2023, as AI companies increase spending to secure favorable rules and approvals for data centers and copyrighted data use. Major tech firms such as Meta, Nvidia, and Alphabet boosted lobbying outlays, and Alphabet tapped Japanese bond markets to raise capital likely earmarked for AI infrastructure. Public opposition to local AI data centers has hardened, with a Gallup survey finding about 70% of respondents opposed to new data center construction. The piece also touches on industry tensions (Apple and OpenAI) and security research showing an unreleased AI model helped identify a macOS exploit, highlighting regulatory, reputational, and technical risks for software companies.
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