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🚨 Texas and Georgia Now Face Severe Regulatory Risk for Data Centers. TrendForce’s post-midterm risk map shows where new governors have pledged pa...

What happened

TrendForce's post-midterm risk map, published November 11, 2026, shows that Texas and Georgia now face severe regulatory risk for data centers, because new governors have pledged pauses or stricter rules. According to the analysis, over half of pre-construction hyperscaler capacity sits in high-risk states, with delay risk centered on projects planned for 2028 and beyond. The information is in pledged/proposed status; the pauses or stricter rules are not confirmed as implemented.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

数据中心监管风险德州佐治亚TrendForce超大规模云厂商

Source and time

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

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