📈 Political ads turn against data centers

Plus: Korea’s chip boom, the Census asks firms about “Super Intelligence”, and US workers check out++

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Hi all,

Here’s the latest roundup of our data signals across AI, energy & markets.

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In the AI Investment Brief today: October revenue updates plus a funding quality alert

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1. Super, apparently. The US Census Bureau’s business survey now asks firms whether they use “Super Intelligence”. Its examples include voice recognition, which is not quite what Bostrom had in mind. 24.6% of firms said they use it in early October, up from 17.3% in late November 2025.

   

2. Not in my yard. Only 3% of political ads mentioning data centers in October supported them. 57% opposed them, and the remainder didn’t take a clear stance.

   

3. Chip nation. Semiconductor parts accounted for almost half of South Korea’s exports in October.