After taking control of Congress in January 2027, Democrats plan to aggressively push for AI regulation and investigate tech giants including OpenAI, Anthropic, Meta, Alphabet (Google
), and SpaceX.

Their focus is on three things:
1. AI data centers are expanding at a breakneck pace, and ordinary people shouldn't have to bear the cost of rising electricity bills.
2. Advanced AI models must undergo independent safety testing.
3. When an AI product goes wrong, tech companies shouldn't be able to dodge responsibility by simply saying the “model went rogue.”

More dramatically, Democrats are also working on a 181-page list of companies to investigate, preparing to summon executives from sectors such as technology and energy to testify before Congress.

Trump, meanwhile, advocates advancing AI development and opposes mandatory regulation.

Xiaohuihui thinks the biggest challenges facing the AI industry may soon involve not just computing power, chips, and competition between models, but also electricity costs, returns on capital, and regulation.

Wall Street used to ask only how much money AI could make. Now it also has to ask: Who pays the electricity bill, and who is responsible when something goes wrong?

The AI revolution won't stop, but the way capital markets value AI may really be about to change.