
The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout
SemiAnalysis analysis of how the November 2026 US midterms could affect datacenter buildout. About 75% of the 33.8 GW due in 2027 across the top 20 states is already under construction, but 43.5 GW of 2028 additions sit in 13 states with pending approvals. The biggest risk is a prolonged Texas TCEQ permit freeze. Texas holds close to 30% of 2028 GW, and nine of 20 nominees back a pause.
ai-policy· Published and added 1 Nov 2026






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