US Enterprise Hardware and Networking "Generating the latest updates on AI" Vogt

研报英文原文证据摘录

US Enterprise Hardware and Networking "Generating the latest updates on AI" Vogt

Global Research

17 July 2026ab

US Enterprise Hardware and Networking Equities

AmericasGenerating the latest updates on AI

Technology Hardware & Equipment

David Vogt

White House establishes AI cybersecurity clearinghouse named Gold Eagle Analyst

Gold Eagle "is a joint project across the Treasury, the Department of Homeland Security david.vogt@ubs.com

and the Pentagon. AI and cybersecurity companies, along with critical infrastructure +1-212-713 4296

providers like utilities and banks, will use the platform to communicate and coordinate Andrew Spinola

their efforts". The establishment of the clearinghouse was a requirement in an executive Analyst

order signed in June. (Source) andrew.spinola@ubs.com

+1-212-713 3766

Governors and utilities join White House's Ratepayer Protection Pledge Brian Luke

The Ratepayer Protection Pledge is "a set of principles committing data center Associate Analyst

developers to pay for their fair share of energy and water use, along with electric grid brian.luke@ubs.com

+1-212-713 3819

improvements and maintenance". Several governors and large electrical utilities are

expected to sign. (Source)

New York to impose statewide moratorium on data centers

"New York will block the construction of any new large data centers for up to a year so

the state can create rules to protect the environment and energy grid". Despite

proposals in several other states, New York's moratorium is the country's first. (Source)

Japan to purchase 27.5k Nvidia Rubin chips to build a domestic model

Newly established Noetra Corp. has been allocated $2.4B from the government to

oversee the construction of a 140 MW data center set to go online in June 2028. Dozens