Most 2027 datacenters already under construction despite backlash
SemiAnalysis: The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout
The 2027 datacenter boom is already being built and next week’s midterms won’t stop it now. Roughly three-quarters of the 33.8 GW due across our top 20 states is already under construction, which is why we remain comfortable with the global +50 GW year we laid out in our Oct. 16 article. The campuses are taking shape. The election will change the rules around them, but much of the 2027 pipeline already has a substantial head start.The fight is over 2028. Our model has 62.2 GW of US n
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Datacenter construction faces growing political opposition across both major parties, with most 2027 capacity already under construction but 2028 projects at risk. The key threat is a prolonged permitting freeze in Texas, which accounts for nearly 30 percent of planned US datacenter capacity additions in 2028 and has already suspended environmental quality permits since September. Candidates in 13 major states with 70 percent of planned 2028 capacity are running on platforms to either pause new construction or impose strict conditions like requiring datacenters to pay their own grid infrastructure costs and ending tax incentives. The outcome of next week's elections will determine whether projects face temporary delays or months-long freezes that could slip delivery timelines into 2027 or beyond.
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