1. According to institutional research, of the 303GW of planned IT power demand for data centers in the US, 170GW is located in states holding both gubernatorial and state legislature elections, while only 34GW is located in states without such elections. This means that a staggering 56% of data center projects face policy risks.
2. The top ten states account for over 70% of the nation's data center construction projects. Texas, unexpectedly won by the Democrats, has a significantly larger reserve of projects. Three of the top five states with the most projects have Democratic governors (except for Louisiana and Utah, all other states in the chart have Democratic governors).
3. These Democratic governors' proposals regarding data centers largely involve partially or completely halting new construction, eliminating subsidies, and strengthening regulations on water and electricity.
Note: IT power capacity refers to the power capacity that a data center can provide to IT hardware such as servers and GPUs.
