President Donald Trump wrote on Truth Social at 12:01 UTC on 6 November: “As President, I am 100% in favor of Super Intelligence (SI), and will work with the many States in the U.S. that want to become RICH by having them. They are GOLD, and only foolish leadership will say “NO” to the riches they bring!” The post came two days after Senator Bernie Sanders wrote on X: “NATIONAL DATA CENTER MORATORIUM NOW”.
Cleanview’s count, covered in our earlier piece, puts 158.6 GW of planned data center capacity, or 41% of the US pipeline, in nine states whose governor or governor-elect backs a pause. By our arithmetic, that implies a pipeline of about 387 GW, with about 228 GW outside those nine states.
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The key insight: As we read the two posts, Trump wrote on 6 November that he is “100% in favor of Super Intelligence (SI)”, his term for AI, two days after Sanders called for a national data center moratorium; Cleanview puts 158.6 GW, 41% of planned US capacity, in states whose leaders back a pause, and about 228 GW sits elsewhere, by our arithmetic.
“Super Intelligence” is the term Trump uses for artificial intelligence. His Executive Order 14434 of 29 September tells federal agencies to use Super Intelligence and SI in place of Artificial Intelligence and AI. The post does not say what “them” refers to, and it names no state, company or project.
On 5 November, after the selloff in AI stocks, Trump posted that “The Stock Market crashed today because the Dumocrats had a big Tuesday”. Twelve AI stocks lost $1.45 trillion that day, as we reported.
Planned US data center capacity in the nine states whose governor or governor-elect backs a pause, from Cleanview as reported in our 6 November piece, against the rest of the pipeline. The rest is our approximation (158.6 GW divided by 0.41, minus 158.6 GW); the 41% is rounded.
Update, 6 Nov, 13:51 UTC: what “Super Intelligence” means in the federal order.Executive Order 14434, signed on September 29, defines the term: “the terms ‘Super Intelligence’ and ‘SI’ mean the technologies and systems encompassed by the term ‘artificial intelligence’ as defined in section 9401(3) of title 15, United States Code.” That statute defines artificial intelligence as “a machine-based system that can, for a given set of human-defined objectives, make predictions, recommendations or decisions influencing real or virtual environments.”
The order gives the Assistant to the President for Science and Technology 60 days to submit “proposed legislative language to establish a Federal definition of ‘Super Intelligence’ and ‘SI’”. By our arithmetic, that deadline falls on November 28, 22 days after Trump’s post. We have not seen the proposal published. Our earlier piece covers the order itself.
Update, 6 Nov, 15:51 UTC: the White House on data center growth. A headline from White House economic adviser Kevin Hassett’s CNBC interview on Friday, posted by Walter Bloomberg on X at 14:12 UTC, reads: “Hassett: plenty of room for data center growth to continue.” We have read only that headline, not the full interview or a transcript, so these may not be his exact words, and we cannot say what he was asked. It came the same day as Trump’s post, and after Sanders’ November 4 call for a national data center moratorium.
What Was Posted on X
BREAKING: President Trump says he will “work with” states who “want to become rich” from AI.
— The Kobeissi Letter (@KobeissiLetter) Nov 06 12:08
The Kobeissi Letter posted this at 12:08 UTC on 6 Nov with an image of Trump’s Truth Social post, summarising it as Trump saying he will “work with” states that “want to become rich” from AI. The piece quotes Trump’s post directly.
7 months ago, AOC and I introduced an AI data center moratorium.
Last night, 43 of 44 communities voted for one locally.
Americans don’t want Big Tech oligarchs wrecking the environment, gutting jobs and threatening humanity’s future.
Wall St Engine posted this headline at 19:08 UTC on 6 Nov: Trump named Stephen Miller White House chief of staff, starting Monday. The update box above quotes Trump’s announcement as reported by CBS News.
Update, 6 Nov, 19:27 UTC: White House reshuffle after the midterms. Later the same day, Trump named deputy chief of staff Stephen Miller as White House chief of staff. “I am pleased to announce that Mr. Stephen Miller, the current Deputy Chief of Staff of the Trump Administration, and one of my most trusted advisors, will become the Chief of Staff starting Monday, November 9, 2026,” Trump wrote on Truth Social, according to CBS News. He said Susie Wiles “will be moving over to the Trump Political Operation.”
Wiles submitted her resignation on Thursday night, a U.S. official told CBS News. The move comes three days after the November 3 midterm vote, by our arithmetic. Trump’s post did not give a reason, and we found no statement in it on AI or data-center policy.
Update, 6 Nov, 20:27 UTC: the White House tech panel meeting is off. The Trump administration called off Friday’s meeting of the President’s Council of Advisors on Science and Technology, an outside panel whose members include Nvidia CEO Jensen Huang, Meta CEO Mark Zuckerberg, AMD CEO Lisa Su, Oracle’s Larry Ellison and Marc Andreessen, an Energy Department spokesperson told Reuters. Reuters says the panel’s initial announcement had it advising Trump’s new AI task force, the “Super Intelligence Task Force”, and that the White House did not immediately say why the meeting was called off.
The new date is unclear. A Federal Register notice published on 6 November lists a rescheduled virtual meeting for Friday 13 November, 12:00 to 1:00 p.m. EST, and says PCAST “also provides advice in response to requests from the Super Intelligence Force.” But Reuters’ updated report says the Energy Department’s meeting website only briefly listed 13 November and the agency later sent an email retracting that date. If the meeting does go ahead on 13 November, it would come 15 days before the 28 November deadline for the order’s official definition (our arithmetic, see the box above).
What Sanders Wrote
Sanders posted at 23:59 UTC on 4 November: “7 months ago, AOC and I introduced an AI data center moratorium. Last night, 43 of 44 communities voted for one locally.” The post had about 1.26 million views when we read it on 6 November. His count differs from our recount of Ballotpedia’s 3 November list, which found limits leading in 40 of 41 local measures.
The bill he refers to was introduced in March with Rep. Alexandria Ocasio-Cortez. AP reported then that it would pause new data centers in the United States until national safeguards are in place, and that it was unlikely to advance in either the House or Senate. Baxtel, a data center industry site, reported that it applies to AI facilities exceeding 20MW and would give communities approval power over projects.
Two Uses of One Word
The two men use the word differently. Sanders and Greg Casar introduced the Ban Artificial Superintelligence Act on 3 September, which would permanently prohibit developing artificial superintelligence. Trump’s “Super Intelligence” is his name for AI in general, under his September order.
Where the Capacity Sits
Cleanview’s nine states include Texas, which holds 88.4 GW of planned capacity, where Governor-elect Gina Hinojosa has called for a pause. Trump’s post says he will work with states that “want to become RICH by having them”; it does not mention federal action on state pauses.
As we read Trump’s post, it addresses states rather than Congress: it says he will work with states that “want to become RICH by having them”, and it does not mention the state pauses or a federal response.
As we read Sanders’ post, his call is national: he links 43 of 44 local votes, by his count, to a federal bill that AP said in March was unlikely to advance.
As we read the capacity figures, the two positions meet on the same map: 158.6 GW in nine pause-backing states, including 88.4 GW in Texas, and about 228 GW elsewhere, by our arithmetic.
Sen. Bernie Sanders on X, 4 November 2026
“Americans don’t want Big Tech oligarchs wrecking the environment, gutting jobs and threatening humanity’s future.”
Three Implications
FOR DEVELOPERS Cleanview puts 158.6 GW of planned capacity in nine states whose governor or governor-elect backs a pause, our earlier piece reported.
FOR THE WHITE HOUSE Trump wrote that only “foolish leadership” will say no; the post names no policy.
FOR CONGRESS AP reported in March that the Sanders-Ocasio-Cortez bill was unlikely to advance in either chamber.
The analysis says: “The structural bottleneck isn’t computing, it’s electrons.”
As we read it, the posts by Trump and Sanders are about where those buildings and their power go: Sanders calls for a national pause, and Trump says he will work with states that want to become rich, in his words. The analysis does not discuss Trump, Sanders or these posts.
What Is Not Established
The Truth Social post does not define “them” or describe any policy, and the White House has not published one tied to it that we have seen. The Sanders-Ocasio-Cortez bill has not advanced, according to AP’s March report, and we found no later vote. The 387 GW and 228 GW figures are our approximations from a rounded 41%. We did not contact the White House or Sanders’ office.
This Week In The AI Supercycle
The Great Convergence of Capital, Power, and Geopolitics
This piece is part of this week’s issue: for two years the AI build-out was priced as a supply story, and last week as a credit story. This week it was priced as a permission story, and the answer arrived as a cost, not a ban.
Trump wrote that he is “100% in favor of Super Intelligence (SI)” and will work with states that “want to become RICH by having them”, two days after Sanders called for a national data center moratorium. Cleanview puts 158.6 GW, 41% of planned US capacity, in states whose leaders back a pause, and about 228 GW sits elsewhere, by our arithmetic.
A note on sourcing. Trump’s posts are quoted from his Truth Social account, read through an archive of his posts; the UTC time is from the post ID. Sanders’ post was read through the X API. The bill details are from AP’s report of 25 March 2026 and from Baxtel. The capacity figures are Cleanview’s, as reported in our 6 November piece; 387 GW and 228 GW are our approximations. We did not contact the White House or Sanders’ office.
Gennaro Cuofano is a CRO and tech executive who has worked in AI since late 2015, starting with bringing NLP, natural-language generation, voice and chatbot products to the marketing industry. His background is in law and finance: he holds a Master's degree in Law and an International MBA with an emphasis on corporate finance (LUISS Business School and the University of San Diego, 2012), and worked as a financial analyst at a real-estate investment firm in San Diego and as an assistant controller. His work focuses on business model strategy, business engineering and, more broadly, structural analysis: how companies make money, read from their own filings. He created FourWeekMBA and leads research there and at The Business Engineer, his newsletter on AI and business strategy, with over 95,000 subscribers and more than 1,000 published analyses. His writing has also appeared on Entrepreneur (for example, How to Digitize a Family Business in Europe) and HackerNoon. Find him on LinkedIn and Substack. See how we source.
