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SemiAnalysis podcast weighs midterm risk to 2028 datacenter buildout

1 article1 sourcesince Nov 4Last article 1h ago · Nov 4, 5:21 PM ET

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On Election Day, SemiAnalysis released a podcast episode discussing whether the midterm elections could stall planned datacenter construction for 2028.

The episode cites Texas's TCEQ permit freeze and 30.3 GW of planned 2028 capacity that the guests say could be at risk. The guests also discuss a bipartisan backlash against datacenters and whether $50 billion for a few thousand jobs is a bad trade. SemiAnalysis says the guests will check their predictions against the results.

Written by AI from the articles below · updated Nov 4, 5:24 PM ET

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Latest developmentNov 4, 5:21 PM ET

SemiAnalysis podcast weighs whether midterms could stall the 2028 datacenter buildout

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Nov 4

5:21 PM
SemiAnalysis@SemiAnalysis_X
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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