Some 40% of US Planned Data Center Capacity Is in States Wanting to Hit Pause
Article 0 Comments Data center opposition had been building across the country, one moratorium or blocked project at a time. Then, virtually overnight, the midterm election tilted a broad swath of the regulatory map against the AI buildout. Newly elected governors in Ohio, Georgia, Michigan, New Mexico and Texas campaigned on a promise to stop — or at least pause — data center construction statewide, while those in New York and Oregon pledged to prolong pauses already in place. Gubernatorial candidates calling for a moratorium on data centers also lead in Alaska and Kansas, though those races have not been called. All told, about 40% of pending data center capacity in the US is planned to be built in states where newly elected governors have promised to stop or pause such construction, according to data from Cleanview, a market intelligence company. That’s on top of 46 local ballot measures approved or on track to pass that also stall development, according to Bloomberg Economics; at least 17 of those are outright bans on large-scale data centers. “It was obviously not a very good night if you’re a data center developer,” said Justin Teresi, a Bloomberg Intelligence policy analyst. The political victories...