Worth knowing
The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout
State-level permitting freezes and regulatory conditions could significantly delay or increase the cost of up to 30 GW of planned US data center capacity needed to power future AI scaling in 2028.
Reported by SemiAnalysis ·
What happened
SemiAnalysis examines how a growing, bipartisan political backlash against data centers in the upcoming US midterm elections threatens the 2028 infrastructure buildout. Gubernatorial candidates across major markets like Texas and Oregon are campaigning on construction moratoriums, ending tax breaks, and forcing developers to cover grid upgrade costs and report water usage.
Who it’s about
- SemiAnalysis
- Greg Abbott
- Gina Hinojosa
- Amazon Web Services
Source
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