Texas governor's race could derail a quarter of US data center growth
Source: Semafor
The AI infrastructure boom is hitting a political wall in the places that matter most. Texas alone controls nearly 30% of planned US capacity additions through 2028, and the state's competitive gubernatorial race has forced even the pro-business Abbott to backpedal on data center support. Across the US, 300+ state and local moratoriums are now live. International markets from Australia to Indonesia face similar delays and community resistance. The frictionless expansion of compute infrastructure has ended. Regional political leverage is now the binding constraint on AI deployment.