Thoughtful Money with Adam Taggart · Sunday, August 16, 2026
Peter Tchir notes that the U.S. Department of Defense (DoD) has implemented criteria for data centers built on federal land, which prohibit the use of Chinese components. This move is seen as an example of governments directly using their spending to influence supply chain decisions.
“A couple weeks ago, the DoD said if they're going to build data centers on their property, and one the DoD is building some data centers for themselves, but they've also GEVid with people because they have much more ability on federal land to get past all the knot of my backyard issues, but they've now put criteria that you cannot use Chinese components in these things.”