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20/100

SemiAnalysis podcast weighs whether midterms could stall the 2028 datacenter buildout

AISemiAnalysis's Election Day episode discusses Texas's TCEQ permit freeze and 30.3 GW of planned 2028 capacity that could be at risk. The guests also cover a bipartisan datacenter backlash and whether $50 billion for a few thousand jobs is a bad trade, and will check their predictions against the results.
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Can the midterms stall the 2028 datacenter buildout? 🚨

"The polls all show that Abbott is projected to win."

Maya (@mayabarkin), Wayne (@waynema) and Jeremie (@JeremieEO) join Jordan (@JordanNanos) the morning of Election Day to unpack Texas's TCEQ permit freeze, the 30.3 GW of planned 2028 capacity that could be at risk, a datacenter backlash that crosses party lines, and whether $50 billion for a few thousand jobs is a bad trade, then we check their calls against the results.

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Original title: Can the midterms stall the 2028 datacenter buildout? 🚨