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Niko Gallogly

@nikogallogly

New York Joined October 2012
1.5K Following 763 Followers 117 Posts

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Niko Gallogly @nikogallogly
A week ago, Jensen Huang gathered AI’s power players for a night at the Opera. In the week since, everything’s changed — but the A-list group who joined him is a reminder of his status as a linchpin of the A.I. industry, and helps explain the strong support he has since received from his Silicon Valley peers.

As @GavinSBaker, who was there, told me: “I do not believe he would ever knowingly do anything to disadvantage either America or Nvidia.”
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Niko Gallogly @nikogallogly
Texas has spent years cultivating its image as business friendly bastion. Elon Musk, Jason Calacanis and David Sacks all decamped (among many others).

That reputation made it a prime destination for the data center buildout. But Tuesday's Democratic shows Texas' laissez-faire approach had limitations — as data-center backlash fueled Gina Hinojosa's win.

What happens to TX now?

My story in DealBook today. nytimes.com/2026/11/05/bus…
www.nytimes.com The Texas-size Political Tremor Rattling Big Business The Lone Star State’s business-friendly playbook could be rewritten by the Democrats’ election sweep there.
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