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The only substantive market-policy claim came from Noah Smith, who framed data-center restrictions as a threat to U.S. growth.

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Data-center policy risk

Noah Smith argues that part of the Democratic left could restrict the buildout he considers a major economic tailwind.

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Substack - Noahpinion

Noah Smith warns of data-center policy risk

Noah Smith argued that DSA-aligned Democrats want to halt data-center construction; this political interpretation was not independently verified in the edition.

Permitting restrictions could slow the capacity build that Smith calls a major U.S. economic tailwind.

Watch Campaign platforms, state permitting proposals, and enacted data-center restrictions.

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