Artificial intelligence stocks are heading into earnings season with powerful tailwinds from both corporate demand and macro optimism, yet a new policy twist from Washington is adding a layer of uncertainty that investors cannot ignore.

President Donald Trump floated a strange idea on Monday that his administration is working on to lower utility costs for Americans. Trump wrote on Truth Social that his administration is working with tech companies to ensure that their data centers do not inadvertently drive up utility prices for the average American.

Jeff Miller, who is CEO of lobbying firm Miller Strategies, was registered to lobby for Amazon from June 5, according to CNBC.

President Trump said that Big Tech must pay for the electricity used in its data centers. He is talking with Microsoft to prevent higher household bills. Data centers consume a significant amount of power, and the demand for AI is growing rapidly.

New Law Bans China-Based IT Engineers From Pentagon Cloud Access. Originally published by ProPublica, a nonprofit newsroom that investigates abuses of power, this article is republished with permission.

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CFR scholars provide expert analysis and commentary on international issues. President Donald Trump announced on December 8 that the United States would allow Nvidia to sell its powerful H200 chip—a critical piece of technology in the artificial ...