The party flipped states long seen as out of reach, including Kansas, Texas and South Carolina, with Mississippi still in play.
The author notes that AI did not appear to decide most votes, apart from certain local races and ballot measures, but argues the results will shape what happens to AI.
More than 30 ballot measures to restrict them passed, and Democratic governors in Georgia and Texas are expected to constrain buildouts further.
Goldman Sachs warned investors to expect short-term data center moratoria that could affect about 45% of planned US data center capacity expansion.
Elon Musk, whom the author describes as one of the night's biggest losers, said data centers in space are "looking pretty appealing right now."
In Congress, the author argues the odds of strong legislation on frontier AI, meaning the most powerful models, have risen sharply. Large majorities reduce Democrats' need to compromise, and a 56-seat Senate would require flipping only four Republicans. AI industry PACs fared poorly, with Leading the Future losing the only competitive race it entered, while safety-focused PACs won big. The author expects a bill stronger than the FRONTIER Act from Reps. Obernolte and Trahan, possibly with mandatory testing and approval of top models and narrower preemption language, and says strict liability for developers or data center moratoria could even be considered. Any bill would still need President Trump's signature, which the author suggests is more plausible after the losses, though not guaranteed.