🇨🇦 English, 31 October 2026, regulatory risk
US Data Center Projects Face Election-Driven Regulatory Risk for AI Investment
State and local elections may impact planned data center construction and AI infrastructure investment in the US.
Texas hosts 25% of planned US data center construction, making it a focal point for regulatory risk tied to state election outcomes.
Investors and policy analysts are tracking midterm races in states where major data center projects are planned but construction has not yet begun.
Large hyperscalers are likely to remain resilient even under a tougher regulatory backdrop, though they may need to spend more time managing state and local political opposition.