Midterm results and the data center backlash
Democratic midterm gains, including governors pledging moratoria on new data centers in key states, are driving doubts about the AI buildout. Hyperscalers and Nvidia are looking for workarounds.
What we know
An account on X via Nic Carter notes governors in TX, OH, WI, MI and GA pledged moratoria. Gavin Baker says Texas's governor-elect will let permitted projects finish, covering 2027 and likely into 2028. Google is building a $17B Wyoming data center with Bloom Energy fuel cells, and Nvidia is in talks with Apollo on small data centers in old telecom buildings. Some Democrats are pushing further, with a call for an AI pause and Gallego urging a permitting deal now. Another account on X is asking how the new landscape changes the AI trade.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.