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Rohan Paul· @rohanpaul_ai · X· 2026-11-04 21:09 · Original publication time AI score33

Goldman Sachs warns local election results could affect US data center constructionMachine translation

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Goldman Sachs warns that Democratic successes in state and local elections could lead to temporary construction moratoria affecting 45% of planned US data center capacity. Texas accounts for approximately 25% of planned additions. Texas state Rep. Gina Hinojosa pledged to halt new permits until safeguards for power, water and local communities are in place; Jefferies estimates that 13.3 GW of announced Texas projects are at risk.

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Rohan Paul@rohanpaul_ai

Goldman Sachs warns Democratic successes in state and local elections could lead to temporary construction moratoria hitting 45% of planned US data center capacity, with Texas alone representing approximately 25% of planned additions.

Democratic state Rep. Gina Hinojosa ran on a pledge to halt new permits until legislators set up safeguards for power, water and local communities, a stance Jefferies estimates puts 13.3 GW of announced projects in Texas at risk.

21:09 · 2026-11-04 · UTC+8

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