According to Fidelity International macro strategist Ashray Ohri on November 10, the three U.S. states winning Democratic governors—Texas, Ohio, and Georgia—account for over one-third of planned data center capacity nationwide. While new state leaders campaigned on stricter regulations on electricity fees, water usage, and investment incentives, Ohri said market concerns may be overstated, as restrictions primarily affect new permits and should not impair ongoing construction projects. He expects construction slowdown impacts to emerge from 2028 onward, not affecting 2027 performance. Meanwhile, regulatory discussions remain at the state level and are not a priority for congressional Democrats.

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