Following the midterm gubernatorial elections, #TrendForce believes state-level data center policy is likely to shift toward stricter constraints, and...

What happened

TrendForce believes that following the midterm gubernatorial elections, state-level data center policy in the U.S. is likely to shift toward stricter constraints and, in some cases, statewide moratoria. Texas alone contains a notable number of planned data center builds from all major CSPs, and the incoming governors of Ohio and Georgia are also expected to propose some form of moratorium. Together, these three states represent a significant share of the U.S. data center pipeline. According to the source, most data centers slated for 2027 are already under construction, while projects planned for 2028 and beyond face the risk of delays. It remains to be seen whether these officials will follow through on their proposals, and TrendForce will continue to monitor the potential impact on planned capacity. The policy shift is TrendForce's assessment; the moratoria are expected or proposed only and have not taken effect.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/4/2026 · View original source