Between the lines: All told, nearly two-thirds of 2028 data center capacity could face delays
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What they're saying: A host of candidates and politicos called out AI as one of the biggest issues in the blue wave, an important signpost ahead of a momentous 2028 presidential race.
Key facts
- Yes, but: In California, a measure that would've enacted a 5% wealth tax on individuals and trusts with more than $1 billion in assets appeared headed for defeat early Wednesday morning
- Voters showed deep distrust of the AI race Tuesday, approving dozens of data center moratoriums and electing a raft of candidates who favor slowing a $10 trillion buildout, including in Texas
- What we witnessed was an AI earthquake," Brad Carson, co-founder of Americans for Responsible Innovation, told Axios
- All told, nearly two-thirds of 2028 data center capacity could face delays, although most political analysts don't see Democrats permanently blocking construction
Summary
Voters showed deep distrust of the AI race Tuesday, approving dozens of data center moratoriums and electing a raft of candidates who favor slowing a $10 trillion buildout, including in Texas, the epicenter of the boom. In an election that hinged on an affordability crisis for many Americans, voters made it clear they view Silicon Valley's AI ambitions not as a technological miracle, but as a resource-draining threat to their wallets and communities. The results were a warning shot to some of the nation's wealthiest and most powerful executives, many of whom are already working on ways to build a more palatable version of the revolution they are dead set on winning. "What we witnessed was an AI earthquake," Brad Carson, co-founder of Americans for Responsible Innovation, told Axios. Democratic challenger Gina Hinojosa's surprise victory in the Texas governor's race fundamentally scrambles the math for the AI buildout.