Goldman Sachs warns state moratoria could hit 45% of US data center capacity

After Democratic gains in the November midterms, Wall Street is tallying how much of the AI buildout sits in states that may hit pause The AI infrastructure boom has spent the past few years outrunning just about every constraint: chips, power, transformers, patience. Now it may be running into something slower. State politics. Goldman Sachs estimates that states likely to tighten their rules on data centers hold about 45% of planned US capacity. That puts nearly half the pipeline in places where the welcome mat could get rolled up, at least for a while. The warning follows the November 3, 2026 midterm elections, which delivered significant Democratic gains in several key states.

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