[Goldman Sachs said the “blue tsunami” in the United States will have a major impact on AI regulation] On November 5, Goldman Sachs said that the results of the U.S. midterm elections were a “blue tsunami” that may have a major impact on artificial intelligence and data center regulation. Strategists including Jenny Grimberg wrote in a report: "Given that Democrats won far larger majorities in the House and Senate than expected, we expect Democrats to use the upcoming fiscal deadline to seek policy concessions, especially limiting the Iran war, rolling back some tariffs, and overturning recently implemented spending cuts." In line with this judgment, the oil risk premium has declined. However, Goldman Sachs believes that there are downside risks to Middle East oil supply, which may push up the risk premium again. "We also believe Democratic victories at the state and local levels will have a significant impact on AI and data center regulation, which our equity analysts believe could have a negative impact on some U.S. utilities/independent power producers." However, the company expects the importance of data center issues to "diminish somewhat" in the future and any development moratoriums will be short-lived.