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The U.S. midterm elections revealed growing opposition to data centers: 40 of 41 local referendums moved to restrict them or reject incentives for their construction, while 46 of the 47 initiatives decided during the year backed tighter restrictions. Concerns center on electricity, water, and infrastructure costs, weighed against the limited number of permanent jobs. Meanwhile, requests to connect new projects to the Texas grid have exceeded 474 gigawatts—a figure that does not mean all of them will be built. As the new Democratic Congress moves to increase oversight of technology companies, businesses may delay projects or relocate some to other states or countries. But there is no evidence of a mass exodus, and the impact of the restrictions on AI investment remains unclear.
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