> daily_signal(2026_06_01)
Mississippi power customers are paying $10.60 more per month on their bills to cover an Amazon data center deal that bypassed utility review. North Korea publicly claimed an operational AI-guided cruise missile and ordered it to the southern border.
Mississippi Entergy customers paying $10.60/mo extra via SB2001 tariff end-run for Amazon data center. BIS closes Nvidia Blackwell China loophole. 35 MEPs accuse EU Commission of copy-pasting Microsoft lobbying into data-centre Delegated Act. North Korea tests AI-guided cruise missile under Kim's watch.
// today's edition lives on substack
This page is the saliant points. The full analysis — TL;DR, action items, and the per-story breakdown — is on Substack.
Read the full analysis on Substack ›1. Mississippi residential power customers are paying $10.60 more per month to subsidize an Amazon data center under a 2024 state law that cut the utility regulator out of the process entirely.
If you pay an Entergy Mississippi bill, you are currently paying $10.60 more per month under a tariff that was never put before the Public Service Commission for review. The mechanism, Section 22 of SB2001, is a legislative workaround that let a specific large-customer arrangeme…
mississippitoday.org: Data centers likely increasing Mississippi power rates, new report says
earthjustice.org: Mississippi "Data Center Giveaway Law" Leaves Residents in the Dark and Could Already Be Costing Utility Customers ~$11/mo
2. The US closed a year-long export loophole that let Chinese companies buy Nvidia's most advanced AI chips by routing orders through subsidiaries in Malaysia, Singapore, and the UAE.
If you follow AI development, the US-China chip gap has been the single most-watched factor in AI capability competition since 2022.
aljazeera.com: US says ban on AI chip shipments applies to Chinese firms outside China
cnbc.com: US takes step to halt Nvidia AI chip shipments to Chinese firms outside China
3. 35 European MEPs accused the EU Commission of copy-pasting Microsoft lobbying into the upcoming data-centre rule, including a confidentiality clause hiding every facility's energy and emissions data.
The data centres that train and serve every AI tool you use sit on the public grid and pump out emissions that affect the regions they are sited in.
euronews.com: MEPs accuse EU of copy-pasting Microsoft lobbying into data centre law
corporateeurope.org: Corporate Europe Observatory + AlgorithmWatch joint analysis (referenced)
4. North Korea tested AI-guided tactical cruise missiles on May 26 under Kim Jong Un's watch, the first public DPRK acknowledgment of AI terminal guidance on a kinetic weapon.
The proliferation question for AI in 2026 was always going to be whether terminal-guidance AI for kinetic weapons would diffuse out of the US, China, Russia, and Israel into states with less mature production controls.
news.usni.org: North Korea Tests New Lightweight Launch System and Tactical Cruise Missiles
bloomberg.com: Kim Jong Un Tests Pyongyang's AI-Guided Tactical Missiles: KCNA