唐纳德·特朗普(Donald Trump)的庞大、快速的美国AI建设如今面临重大减速，因为昨天的选举中选民压倒性支持候选人
一个名为Redbud Consulting的民意调查公司(Redbud Consulting)提供的资源跟踪了投票中数据中心的举措，并报告说，在10个州试图限制数据中心的44项措施中，迄今已有38项通过。 这些措施包括数十次暂停和禁止。 分析家表示，这些数据不会影响2027年已经建成或批准的数据中心，只有一项措施允许数据中心继续运行。 但即使是这个小赢家也代表着AI产业的倒退——要求北达科他州的数据中心开发商支付独立审查费，并在扩大或提出项目时举行公开听证会。
除了加强对数据中心的监管之外，选民还支持反AI的候选人，选举在关键州宣誓镇压的官员，建立美国最大的数据中心能力。
最值得注意的是，民主党挑战者吉娜·希诺霍萨(Gina Hinojosa)赢得了阿克西奥斯报道的德克萨斯州长赛，这将从根本上打破特朗普的AI积分的数学。 据彭博社报道，伊诺霍萨的当选使开发商面临“最糟糕的情况”。 Axios指出，德克萨斯州是AI繁荣的中心，预计2028年将占新增数据中心容量的41%以上。
现在，伊诺霍萨计划推迟项目，只要通过法律“解决对水、电、空气和财产权的影响 ”。 据Bloomberg报道，现在大约暴露了“13千兆瓦的数据中心容量”。 GLJ Research的戈登·约翰逊(Gordon Johnson)在一份说明中警告说，德克萨斯州的项目有“动力、许可证和钢铁持续进行”，但“那些有权力但没有州环境许可证的项目却滑了12至18个月”。 有些项目可能完全离开州
Johnson的笔记称指出，“她将在立法通过之前暂停，“现在的问题是暂停多久。” 正如PIMCO公共政策负责人Libby Cantrill同样警告的那样，“即使没有导致全州范围的暂停，我们期待AI建设的齿轮中还有更多的沙子 — — 需要更多的时间获得许可和其他批准，以及数据中心开发者必须做出更多的让步。 ”
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Donald Trump’s big, rapid American AI buildout now faces a major slowdown as voters in yesterday’s elections overwhelmingly supported candidates and measures that favored increasing restrictions on AI and data centers nationwide.
One resource from a polling firm, called Redbud Consulting, tracked data center initiatives on the ballot and reported that out of 44 measures across 10 states seeking to restrict data centers, 38 passed so far. Those measures included dozens of moratoriums and bans. Analysts suggested those won’t impact data centers already under construction or approved through 2027, instead largely impacting future projects planned for 2028. Only one measure passed allowing a data center to proceed. But even that small win represented pushback on the AI industry—requiring data center developers in a North Dakota city to pay for independent reviews and hold public hearings when expanding or proposing projects.
In addition to increasing regulations on data centers, voters also backed anti-AI candidates, electing officials vowing crackdowns in key states building out the most data center capacity in the US.
Most notably, Democratic challenger Gina Hinojosa won the Texas governor race that Axios reported would fundamentally scramble the math on Trump’s AI buildout. According to Bloomberg, Hinojosa’s election has developers facing down the “worst-case scenario.” Texas is the epicenter of the AI boom, Axios noted, and was expected to account for more than 41 percent of added data center capacity in 2028.
Now, Hinojosa plans to delay projects as long as it takes to pass laws “tackling impacts on water, electricity, air, and property rights.” Approximately “13 gigawatts of data center capacity” is now exposed, Bloomberg reported. Gordon Johnson of GLJ Research warned in a note that Texas projects with “power, permits and steel keep going,” but “those with power but no state environmental permits slip 12 to 18 months,” Bloomberg reported. Some projects may leave the state entirely, perhaps moving to Louisiana or Georgia—or perhaps going nowhere.
“She would impose a moratorium until legislation is passed that gives communities a voice, protects household utility bills, and ends the tax incentives for data centers,” Johnson’s note said. “The question now is how long the pause lasts.” As PIMCO head of public policy Libby Cantrill similarly warned, “even if statewide moratoria do not result, we expect to see a lot more sand in the gears of the AI buildout regardless—with more time required to secure permits and other approvals, as well as more concessions that data center developers will have to make.”
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