Data center storm in the US: 45% of capacity at risk after the election

Democratic wins in Congress and key states have put roughly 45% of planned US AI data-center capacity at risk, according to the article, because those projects sit in states where restrictions are now more likely. The shift threatens a buildout that has underpinned forecasts for surging electricity demand and billions in capital spending tied to artificial intelligence. Companies have not yet disclosed specific cancellations or dollar figures, leaving the scale of the impact unclear. Investors should watch state-level permitting and siting decisions, utility demand forecasts and any guidance changes from data-center developers and their power suppliers.