Bipartisan American Affordability & Jobs Act gets 73-25 vote in Senate
Yesterday, the U.S. Senate voted 73–25 to advance the Bipartisan American Affordability and Jobs Act (BAAJA) – a sweeping energy permitting reform package that is now going to the floor for debate. The legislation aims to shorten federal review timelines for clean-energy and fossil-fuel projects – something President Trump touted on social media as a “Big win for U.S. energy independence and dominance…ensuring that we can build pipelines, mines, and power plants faster than ever before, lowering energy costs for American families.”
Some major utility and industry trade groups support the legislation’s requirement that data centers cover grid upgrades and power generation costs, however, more contentious is the issue of shortening public review and federal assessments of fossil fuel and gas pipeline expansions (such as those that fall under NEPA).
At a time when nearly 200 countries’ delegations are in Turkey for the COP31 summit, BAAJA emerges as America’s domestic, market-driven answer to the infrastructure and energy-security issues being discussed by United Nations members.
Supporters of BAAJA celebrate that it would expedite green-energy projects, while critics fear it would complicate global emissions goals. Since the bill requires 60 votes to clear a filibuster in the Senate, its path forward could be complicated – requiring a bipartisan coalition rather than a unilateral push by one party. Though the bill has cleared a major procedural hurdle in the Senate, its passage depends on what takes place in terms of amendments and what happens in the House of Representatives, where opposition might be fierce. RCRTech will keep an eye on this story as it takes shape.
Susana Schwartz
Technology Editor
RCRTech
AI Infrastructure Top Stories
Probablistic AI in deterministic world: Across robotics, industrial automation and 6G, Qualcomm confronts a common systems engineering challenge in turning adaptive AI into reliable operational outcomes. Check out this Analyst Angle.
ICYMI – TelcoAI Pulse Report: AI is increasingly embedded in the network itself, from telco-grade models running inside basebands and radios to agents working the incident chain. The question is how to industrialize it, with telco-grade models?
AI Today: What You Need to Know
TSMC $1B investment in AI leaders: TSMC’s board approved an investment of up to $500 million to acquire shares in Anthropic at its initial IPO price of $70-$78/share, as well as up to $500 million to acquire preferred stock in OpenAI.
Potential $16B fiber-optic market: Research and Markets says the global market for data center fiber-optic cabling and connectivity is valued at $16.41B in 2026, with revenue projected to rise to $35.93B by 2036 – representing an 8.1% CAGR.
Neocloud ‘stress test’?: CoreWeave will report its Q3 2026 financial results today at 5:00 ET, with revenue expected to be up about 160%. Investors will be focused on debt-fueled Capex as part of questions about neocloud credit risk.
SoftBank – Grab $1.85B Malaysia Project: SoftBank’s $1B seed and Grab’s $750M are part of a venture to build 5 GWs of AI data center infrastructure capacity across across Sarawak and Peninsular Malaysia, which is becoming an AI hub.
24% sequential surge in chip sales: According to WSTS, semiconductor sales reached $517.7B in Q3 2026, though the sector is experiencing some stock market volatility this week due to the Nvidia scandal and post-midterm regulatory questions
Latest RCRtv Interviews
RCR Events
Industrial Wireless Forum, November 10th, Virtual
From private 5G, Wi-Fi and public cellular to edge AI, spectrum, next-generation IoT and sensing, the forum examines the infrastructure choices and practical challenges shaping the future of industrial operations. Register now
AI Infrastructure Forum, December 8th, Virtual
Join RCRTech’s AI Infrastructure Forum to explore how telcos, hyperscalers and data centres can compete or partner as AI shifts to inference, and who captures the value when every token counts. Register now
PTC’27, 17-20 January, 2027, Honolulu, Hawaiʻi
PTC’27 is the premier event for digital infrastructure, telecoms and ICT. Executives, investors and researchers meet to share knowledge, build relationships and drive new business. Register now
Industry Resources
RCRTech Trend
Rise of Non-Terrestrial Networks (NTN)