According to JP Morgan Asset Management strategist Stephanie Aliaga, political opposition to data centers intensified following the U.S. midterm elections on November 6, yet the extent to which this will halt AI infrastructure investments remains uncertain. While state and local government delays and restrictions have risen sharply, Aliaga noted that the economic benefits states gain from development also remain substantial.
State and local suspension measures surged from just 45 cases throughout 2023–2025 to over 400 since January 2026, according to McKinsey data. However, most restrictions are temporary, and state-level moratorium legislation has faced implementation challenges. A single 50MW data center generates approximately $700 million annually in state GDP and supports over 5,200 jobs during construction, according to U.S. Chamber of Commerce research.