13Infrastructure
41% of Pending US Data Center Capacity Sits in States Whose New Governors Promised a Pause, Per Cleanview
BREAKING: 41% of pending data center capacity in the US is planned to be built in states where newly elected governors have promised to stop or pause such construction, per Cleanview
Context
Why it matters
A large share of planned US AI compute now depends on state politics after the midterms.
unusual_whales relayed the Cleanview figure. Separately, Morgan Stanley estimated 12 gigawatts of planned US data center capacity could face delays by 2030, with 4.9GW at risk in 2028. The bank expects new state rules in Texas and Ohio to slow approvals.