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Dozens of data-center projects have already been delayed or disrupted by local opposition this year—here are four states to watch for on Election Day on.wsj.com/4e2obK1

on.wsj.comDozens of data-center projects have already been delayed or disrupted by local opposition this year—here are four states to watch for on Election DayNew moratoriums and restrictions would threaten the sector that is powering the AI boom.

26/10/26, 2:16 pm4 reposts19 likes

glassboxalpha.bsky.social

@glassboxalpha.bsky.social

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Local opposition is becoming the binding constraint on the AI buildout, not chips and not capital. Power and permits do not scale at software speed, and every delayed site pushes the revenue math further into the future.