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🚨 Over Half of Unstarted Hyperscaler Capacity Now Sits in High-Risk U.S. States. Newly elected governors in several key states have pledged to paus...
What happened
In a post-midterm risk analysis published by TrendForce on November 6, 2026, over half of unstarted hyperscaler data center capacity now sits in high-risk U.S. states. Newly elected governors in several key states have pledged to pause data center development, and builds planned for 2028 and beyond face rising delay risk, while most 2027 projects are already underway. Texas and Georgia are now at very high risk, and Ohio faces higher costs. These pauses remain gubernatorial pledges and have not been implemented as regulation.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
数据中心开发产能
hyperscalers（原文未列具体公司）
数据中心监管风险美国中期选举暂停开发承诺德克萨斯佐治亚
Source and time
Source: TrendForce Official (Market Data) · 11/5/2026 · View original source
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