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How New Yorks AI Data Center Ban Affects Global Tech Trade
New York just became the first U.S. state to ban new AI data centers, citing energy and water concerns. Lucas and Luna break down what this means for global tech trade—from chip exporters like NVIDIA to sovereign investors funding infrastructure abroad. They discuss how the ban could reshape where AI compute gets built, why trade partners like Saudi Arabia and Malaysia are watching closely, and whether other states might follow. Plus, a look at the numbers: the trade deficit widened to $77.6 billion in May, and the dollar is slipping, making U.S. assets cheaper for foreign buyers. A focused…
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