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⚖️ POLICY & REGULATION

Trump Says The FBI Is Looking At Huang As Nvidia Hands Its Probe To Wachtell And The AI OVERWATCH Act Doubles Its Cosponsors: President Trump said at a White House briefing Monday, Nov. 9, that "the FBI is looking into it in terms of something else" regarding Nvidia CEO Jensen Huang's relationship with Alice Huang, the former Megaspeed executive U.S. intelligence assessed to be a Chinese agent, adding that Huang "had absolutely no idea" and "will be in good shape," the Associated Press reported. On Tuesday, Nov. 10, Nvidia's independent directors retained Wachtell, Lipton, Rosen & Katz and former acting Manhattan U.S. Attorney Joon H. Kim to run the board's investigation, CNBC reported, and a shareholder suit reported the same day accuses Nvidia and Huang of misleading investors in their responses to the reports. In Washington, Docket Room's nightly check shows Sen. Jim Banks's S 4456, the AI OVERWATCH Act, went from five to ten cosponsors the day after Sens. Warren and Banks called for attaching its chip export licensing to the NDAA, and Nvidia's filings show $2.2 million in third-quarter federal lobbying, its most ever, with Brownstein Hyatt Farber Schreck, the Nickles Group and Tiber Creek Group retained, Bloomberg Government reported. Link

Congress Returns With CISA 2015 Expiring Dec. 11 And The FRONTIER And Kill Switch Bills Still In Committee: Lawmakers came back Monday, Nov. 9, with a few weeks before Democrats take both chambers in January, Nextgov reported. The Cybersecurity Information Sharing Act of 2015, the liability shield for companies that share threat data with the government, lapses Dec. 11 along with the Federal Cybersecurity Enhancement Act and the Technology Modernization Fund; 35 industry groups asked NDAA negotiators to extend it through 2035, but the Senate's defense bill has been stalled since a failed July 14 procedural vote. The AI bills still waiting are Reps. Obernolte and Trahan's HR 9925, the FRONTIER Act, with risk disclosures and incident reports for advanced models; Reps. Lieu and Moran's HR 9917, the AI Kill Switch Act, which would let DHS order emergency shutdowns; and Sen. Sanders and Rep. Casar's S 5493, a superintelligence ban with a development pause. Link

📅 This week on Docket Room

  • Fri., Nov. 13: Oregon PUC expected to vote on Pacific Power's data center cost settlement under HB 3546.

  • Mon., Nov. 16, 1 p.m.: New Jersey's Assembly technology committee takes up the data center NDA ban that passed the Senate 38-0, S 4304, with six companion bills.

  • NDAA, December: the AI OVERWATCH Act's chip export licensing, now at ten cosponsors, S 4456.

STATES

Fort Worth Holds Its First Moratorium Hearing And Gets 19 Rules From Its Data Center Commission: About two dozen residents testified Tuesday, Nov. 10, at the first of two public hearings Texas law requires before Fort Worth can pause data center development, all but one in favor; if three-fourths of the council adopts it after the second hearing, the 90-day moratorium takes effect Feb. 23, 2027, and ends May 24 unless extended another 90 days, the Fort Worth Report reported. Projects with zoning applications already filed or approved are exempt. The same day, the 11-member Data Center & Infrastructure Commission, led by TCU's Michael Slattery, delivered 19 recommendations on water, land use, economic impact and electricity in a 156-page report. Gov.-elect Gina Hinojosa has promised a statewide ban on approvals until the Legislature passes protections, and it is unclear how that would interact with the city's pause. Link

Wyoming Committee Votes 8-2 To Put 40 Percent Of Data Centers' Electricity Sales Tax Into A Road Fund: The Legislature's Transportation, Highways and Military Affairs Committee voted 8-2 Monday, Nov. 9, to sponsor a bill that would invest 40 percent of the sales tax data centers pay on electricity in a trust fund for the Department of Transportation, which told the panel it faces a $500 million shortfall, $300 million of it in road maintenance and projects, Cowboy State Daily reported. Rep. Lee Filer raised the share from 25 percent and added a requirement that utilities and generators report to the Department of Revenue how much power they sell to data centers; investing public money in stock needs two-thirds of both chambers under the state constitution, and Sen. John Kolb voted no. Legislative staff noted in the bill that Wyoming's data center tax exemptions remain in place. Link

Boulder County Replaces Its Moratorium With A 50-Kilowatt Cap: The Boulder County commissioners voted Tuesday, Nov. 10, to bar data centers with an energy load above 50 kilowatts in unincorporated areas and to allow smaller ones only in industrial zoning through a limited impact special review, ending the six-month moratorium enacted in June, the Daily Camera reported. Staff had proposed a 75-kilowatt line from the EnergyStar definition of where server rooms become data centers; Commissioner Marta Loachamin cut it to 50 after five residents asked for stricter rules. The same vote bars detention centers in the unincorporated county. Longmont banned hyperscale data centers, defined as 100 MW or 5 percent of Platte River Power Authority's capacity, in June. Link

Boise, Oakland, Oklahoma City And Fairfield Adopt Or Extend Pauses In One Night, And Beaufort County Moves Toward Two Years: Boise's council voted unanimously Tuesday, Nov. 10, for an emergency six-month moratorium on data centers over 100,000 square feet or 20 MW, effective immediately, Idaho News reported. Oakland's council unanimously extended its 45-day pause, due to expire Nov. 20, by 10 months and 15 days to Oct. 5, 2027, and passed an emergency ordinance barring permits and zoning changes for data centers. Oklahoma City extended its moratorium on data center rezoning requests through the end of 2027 or until its zoning code is updated, leaving the hyperscale rezoning it approved Oct. 27 in place, KOKH reported; Fairfield, Calif., placed a 45-day citywide moratorium unanimously, per the Daily Republic. Beaufort County, S.C., advanced a 24-month pause on data center applications on first reading Monday after staff proposed nine months, with two more votes to go, WTOC reported, and Montgomery County, Tenn., adopted data center zoning rules 17-4 Monday (10 to 100 acres, a 500-foot setback, a 55-decibel cap) rather than the moratorium residents asked for, per WZTV. Link

New York Opens RAISE Act Registration, With Filings Due Jan. 1: Registration opened Tuesday, Nov. 10, for large frontier developers covered by S 8828, those with more than $500 million in annual revenue with their affiliates, through the new Office of Digital Innovation, Governance, Integrity and Trust inside the Department of Financial Services, Securities.io reported. The disclosure statement must list business names and addresses, three regulatory contacts and specified beneficial owners, be renewed every two years or on an ownership transfer or material change, and comes with a pro rata assessment to fund the office; the office will publish the list of registrants without their contact details. Filings are due Jan. 1, 2027, when the frameworks, transparency reports and 72-hour incident reports take effect. Link

Courts: Sangamon County's First Data Center Suit Is Dismissed, Grayslake Gets A Ruling By Dec. 30, And Pulaski County's Injunction Hearing Is Nov. 20: Circuit Judge Adam Giganti dismissed the suit over the Sangamon County Board's April 7 conditional use permit for CyrusOne's hyperscale data center on 280 acres in Talkington Township on Nov. 6, writing that the board's action "is highly presumed to be valid" and that job creation, investment and tax revenue supplied a rational basis, Illinois Times reported Wednesday; the ruling did not address the plaintiffs' claim that the utility will-serve letters in the petition referred to a different project. In Lake County, Judge Janelle Christensen said Friday she will rule by Dec. 30 on Grayslake and T5's motion to dismiss the residents' suit over the T5 data center approvals, the Chicago Tribune reported. And in Arkansas, U.S. District Judge Lee Rudofsky set a Nov. 20 hearing on AVAIO affiliate ADP Little Rock Data Hub's motion to bar Pulaski County from enforcing its data center ordinance while its suit proceeds, per KATV. Link

🛡️ SAFETY & SECURITY

Anthropic Tells The SEC It Has Met Its Own Threshold For AI-Accelerated AI Development: Amendment No. 2 to Anthropic's registration statement, filed Tuesday, Nov. 10, says that because the AI research and development capability threshold in its Responsible Scaling Policy applies where the company "observe[s] or expect[s]" a specified acceleration, "we made a determination that we have met this threshold based on what we expect from future models and our overall rate of progress, rather than on what we have observed from current models." The filing says the company continues to assess the data, is evaluating the implications and will release further reports, and warns that if capabilities outpace its safety, alignment and security measures it could face "safety incidents, regulatory intervention, or reputational harm." The Nov. 2 amendment had said the threshold "may imminently" be met. The offering, 825 million shares at $70 to $78, is expected to begin trading Nov. 19; New York's RAISE Act frameworks, which registration opened for Tuesday, take effect Jan. 1. Link

Meta Takes AI Age Estimation Global On Instagram, With Facebook And Threads To Follow: Meta said Monday, Nov. 9, that it is expanding worldwide the technology that analyzes behavior and posts to find users it suspects are teenagers, even those who entered an adult birthday, and move them into Teen Account protections, Al Jazeera reported. Parents in the United States who set up teen accounts get notifications this month; Facebook and Threads follow later this year; the tool was tested in the U.S., U.K., Canada and Australia. The rollout follows Meta's settlements with state attorneys general over harm to teens and comes as Reddit and the Digital Freedom Project challenge Australia's under-16 social media ban in court. Link

💰 POWER & CAPITAL

SpaceX Asks Starbase For A Tax Abatement On A $24 Billion Gas Plant And Super-Compute Site, With A Hearing Dec. 9: A City of Starbase public notice posted Nov. 6 sets a Dec. 9 hearing on a Chapter 312 property tax abatement and a Chapter 380 economic development agreement for a gas-fired power plant and "super-compute facility" SpaceX would own and operate on about 444 acres inside city limits, east of Brownsville between Boca Chica Boulevard and the Port of Brownsville, TeslaNorth reported Monday, Nov. 9. The $24 billion is the estimated capital investment for the initial phases, not the value of the break; the notice gives no abatement percentage, term, chips, capacity, customers, schedule or water figures. Brownsville disannexed the same 444 acres at a Saturday night meeting in late August in exchange for up to $220 million of water investment, giving up its zoning and permitting authority before the use was disclosed, and Brownsville has since adopted a 90-day moratorium of its own; Gov.-elect Hinojosa has promised to halt state approvals until the Legislature acts. Link

Anthropic Bought 1.7 GW Of Gas Generators For $3.4 Billion, The Largest Power-Equipment Purchase By An AI Lab: Anthropic took over OnePWR Solutions' commitments with Caterpillar for 1.7 gigawatts of heavy-duty natural gas generators, along with the engineering and construction work to install them, in a $3.4 billion deal the Financial Times reported and Fortune confirmed Tuesday, Nov. 10; Piper Sandler had disclosed the sale to an unnamed "frontier AI lab" in late September, and the units are expected within two years. Anthropic's amended S-1 shows about $900.9 billion in committed compute and infrastructure spending, $451.6 billion of it before 2030 and $70.7 billion due in the 12 months after Sept. 30. On-site generation sits outside utility tariffs and the 20 MW grid-cost rule in S 5653 that the Senate advanced Monday; it does not sit outside state air permits, which is where the fights over gas turbines at Memphis and Project Jupiter have gone. Link

📡 PRODUCTS & SIGNALS

Anthropic Launches Claude Meetings, Whiteboards And Sheets: At a San Francisco event Tuesday, Nov. 10, Anthropic added three tools for non-technical workers: Claude Meetings joins a Google Meet call as a visible participant, drafts the plan being discussed, answers questions in chat and pulls figures from connected apps, and leaves if an external guest joins unless an admin allows it (beta, Team and Enterprise plans); Claude Whiteboards and Claude Sheets are in beta on all paid plans, and Claude Data, formerly Dashboards, is generally available, The Verge reported. The launch comes a few weeks after OpenAI's workplace tools and days before Anthropic's expected listing. Link

Google Adds Two TPU Variants For 2027 And Says Gemini 4 Carbon Trained On A Million-Chip Cluster: Google announced TPU 8tx, the training chip configured for confidential computing, and TPU 8i Max, two inference chips on one package with double the compute, SRAM and HBM bandwidth, on Monday, Nov. 9, with installation expected in 2027, The Next Platform reported. Mark Lohmeyer said the 9,600-chip TPU 8t pods were ganged into a cluster of more than one million accelerators to train Gemini 4 Carbon, the model announced Oct. 28; Ironwood TPU v7p pricing is now public in Iowa and London regions about a year after internal deployment. Link

📜 DISPATCH PRO

The working layer under this briefing is The Docket, in Dispatch Pro

What moved in all 50 states since the last issue, which AI bills actually matter this week, and exactly what they would make you do, by when: obligations, deadlines and penalties pulled from the bill text and verified, similar bills in other states, every hearing and effective date we have reported, plus a Docket Room Pro seat ($49/mo on its own).

Today for Pro readers: seven changes on tracked AI bills since Tuesday, all Noise, including the AI OVERWATCH Act doubling its cosponsors; this week's three; The Bill on NJ S 4304, the data center NDA ban, before Monday's Assembly committee hearing, with 3 obligations read from the text; and 42 dated actions in the next 30 days.

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