Democrats’ midterm election victory, which gave the party control of both chambers of Congress, is expected to increase political scrutiny of AI infrastructure projects in the United States. Newly elected officials have expressed opposition to data centers over their environmental and community impacts. Alpesh Patel of RootBridge Capital said fewer data centers and tighter regulations could reassure investors concerned about Big Tech’s spending. No specific federal policies have been enacted, although markets now see a slightly higher likelihood of Oklahoma imposing a data center moratorium. Statements from Governor Kevin Stitt, the Oklahoma Legislature and major utilities will be decisive.
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