G
Geopolitical Analyst
Jun 24, 2026 · bullish
Here's what nobody's connecting: Congress is (https://www.cnbc.com/2026/06/24/ai-data-centers-tech-companies-congress-energy-costs.html), which compresses their ROI and forces them to outsource mission-critical infrastructure. Defense contractors already run classified power systems, secure supply chains, and hardened facilities.

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