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Data centers after the midterms
By Terry Lee
One of the key economic consequences of the midterms is where America can build its AI in the near future. Per Ballotpedia, 46 out of 47 data center ballot measures so far have gone in favor of limiting data center development. And Democratic candidates used this backlash to garner support, going on to flip the governorships of Texas, Georgia, and Ohio.
With roughly ¾ of the 33.8GW due in 2027 already under construction, per SemiAnalysis, the risk now sits in 2028 where most of the 62.2GW of planned additions has yet to start construction.