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The Impact A weekly look at the intersection of AI, advocacy, and politics from the team at MFStrategies | www.MFStrategies.com |
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The Impact Podcast Hosts Addie and Hal break down this week's news in 10 minutes |
| The AI Campaign Playbook Our roadmap for how to implement AI safely and effectively in your organization. |
| Vendor Scorecards Coming soon |
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Washington’s grip on AI infrastructure tightened this week: AWS committed $50B to expand government clouds, while OpenAI floated federal guarantees for compute. On the Hill, the NDAA could pause new state AI rules and set a federal framework. Without guardrails, public money and preemption may cement vendor control unless access to chips, data, and cloud is nondiscriminatory. |
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AI / Political News of the Week
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Nextgov/FCW Takeaway AWS will invest up to $50 billion to expand AI and supercomputing for U.S. government customers. The plan adds 1.3 GW of power and new data centers across AWS Top Secret, Secret, and GovCloud, with access to Bedrock, SageMaker, Nova, Claude, and Trainium. Work is slated to start in 2026.
Why it matters This ties federal AI growth to one stack, speeding missions but giving AWS more power over tools and rules. Expect faster rollouts—and fights over energy use, costs, and checks—especially as Trump’s permit push collides with local pushback and Hill oversight. |
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| | | R Street Institute Takeaway Congress may use the NDAA to add a pause on new state AI rules and start a federal framework. States have already introduced 1,100+ AI bills, with California’s laws setting de facto norms. The White House may also act by executive order to curb state overreach.
Why it matters A federal preemption move could strip states of tools to police bias, worker surveillance, and safety, shifting power to industry-friendly agencies. The fight pits uniformity and defense framing against state protections. NDAA timing means deals may move fast, with unclear guardrails and carve-outs. |
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| | | Brookings Institution Takeaway OpenAI’s CFO raised the idea of federal guarantees to finance U.S. AI compute. Brookings says any public money should require open, nondiscriminatory access to data, chips, and cloud—like rules that followed 19th‑century railroad subsidies. Without guardrails, taxpayer aid could entrench Big Tech and shut out smaller players.
Why it matters Taxpayer-backed AI buildouts could lock in Big Tech’s grip on compute—shaping prices, access, and innovation—unless any aid requires open, fair access. Think railroads: public risk, private rents. The fight is who sets the rules for the new economy—Congress or platforms—and whether smaller players get squeezed out. |
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Worth thinking about “Nondiscriminatory access to essential infrastructure is not regulatory overreach, but a precondition of competition.” —Tom Wheeler, Brookings |
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