https://flowinfo.co/industries/ai-infrastructure/2026-11-05 Flow Information Systems en 2026-11-05T14:15:01.920Z The scarce input in AI infrastructure is now a permit. Texas elected a governor who pledged to pause data center approvals, and local bans passed in several states. https://flowinfo.co/industries/ai-infrastructure/2026-11-04 Flow Information Systems en 2026-11-04T14:15:02.909Z AI accelerator spend now has a second supplier at scale. AMD's data center revenue nearly doubled to $8.5B, and it guides Q4 revenue to about $17B. https://flowinfo.co/industries/fintech/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.089Z Merged processors are buying scale but not growth. FIS and Global Payments grew about 4% like for like, while Toast grew payment volume 20%. https://flowinfo.co/industries/fintech/2026-11-04 Flow Information Systems en 2026-11-04T14:15:03.065Z Legacy bank processors are losing margin faster than they can cut costs. Fiserv took a $6.45B goodwill charge as adjusted operating margin fell to 31.2% from 37.0%. https://flowinfo.co/industries/healthtech/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.252Z Medicare now treats clinical AI as a billable service. The 2027 outpatient rule creates Software as a Medical Service with its own payment groups. https://flowinfo.co/industries/healthtech/2026-11-04 Flow Information Systems en 2026-11-04T14:15:03.205Z Insurers are rebuilding margin by shrinking, not by buying digital care. Aetna's medical benefit ratio fell to 91.3% as CVS shed about 580,000 medical members. https://flowinfo.co/industries/energy/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.399Z Contracted PJM generation is now the safer power asset. Talen guided 2027 EBITDA up 26% as Texas exposed generators sold off on the election. https://flowinfo.co/industries/energy/2026-11-04 Flow Information Systems en 2026-11-04T14:15:03.345Z Data center power costs now carry electoral risk for regulated utilities. Georgia voters gave Democrats control of the utility regulator for the first time in 30 years. https://flowinfo.co/industries/defense-tech/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.546Z Golden Dome's funding now hangs on a party line bill the new Congress can block. Only about $400M of its FY27 request sits in the regular budget. https://flowinfo.co/industries/defense-tech/2026-11-04 Flow Information Systems en 2026-11-04T14:15:03.498Z Autonomy contracts can now be won back in court. A federal judge capped Navy drone boat spending at $1.5B until Saildrone gets a new evaluation. https://flowinfo.co/industries/consumer-platforms/2026-11-05 Flow Information Systems en 2026-11-05T14:15:02.694Z Snap's most valuable audience is shrinking, and Snap will stop reporting it. North American daily users fell to 92M from 98M a year ago. https://flowinfo.co/industries/consumer-platforms/2026-11-04 Flow Information Systems en 2026-11-04T14:15:03.639Z Connected TV advertising now grows on volume while prices fall. Roku served 33% more video ad impressions in Q3 at a 7% lower average price.