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Chronicles

The story behind the story

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How politicians who once championed data centers, including Greg Abbott and Josh Shapiro, are now slowing their development as the issue becomes a liability

Wall Street Journal

Context & Ripple Effects

The arc here runs from boosterism to retreat in under a year. Opposition to data centers started as scattered town-level resistance over water and power use — the growing local pushback the Washington Post documented last October — then hardened into a voting issue heading into the 2026 midterms. Texas showed how fast it moved: Hill County passed what may be the state's first county-wide data center ban in May, and by June Governor Greg Abbott was urging lawmakers to make data centers shoulder their own growth costs.

What changed this week is that the retreat reached the top. Abbott and Pennsylvania's Josh Shapiro — both of whom had previously welcomed these projects — are now slowing development themselves, with Shapiro imposing an executive order requiring local approval for new projects. When two governors who built their records on recruiting compute infrastructure start treating it as a liability, siting politics have flipped from an economic-development asset to an electoral risk.

First-order effects

  • Data center developers lose their most reliable allies: governors like Abbott and Shapiro who once streamlined approvals now add friction, with Shapiro's order handing local officials a veto point over projects.
  • Projects in Texas and Pennsylvania face longer, less predictable timelines as state-level recommendations and executive orders layer on top of local resistance like Hill County's one-year ban.

Second-order effects

  • Developers will chase friendlier jurisdictions, shifting site selection toward states and counties still courting data centers — which raises the bargaining power of any locality that can offer grid capacity without political blowback.
  • Rival governors who keep championing data centers gain a recruitment edge, but only until the same power-and-water concerns make the issue a liability in their states too; expect more executives to copy the cost-shifting and local-approval playbook rather than defend unconditional incentives.

Third-order effects

  • If cost-shifting requirements and local vetoes become the norm, data center economics reprice around who pays for grid upgrades and water — pushing the industry toward sites with existing surplus power and formal community sign-off as standard deal terms.
  • The pattern points to AI infrastructure being governed like utility buildout rather than economic development: permitting, ratepayer protection, and local consent becoming structural features of where compute gets built.

The trend: AI infrastructure is losing its political honeymoon, with siting decisions shifting from governor-led recruitment to locally gated, cost-internalized approvals — a test of whether the industry's social license can keep pace with its power demands.

Discussion

  • NewsMax.com Jim Morley on x
    Data Center Backlash Crosses Party Lines Ahead of Midterms
  • @robinsonmeyer Robinson Meyer on x
    We've got exclusive new polling on local data center development at @heatmap_news. Over the past year, we've asked Americans whether they would support or oppose a data center being built near where they live. We haven't changed the wording. When we first polled the question
  • @reprashida Congresswoman Rashida Tlaib on x
    We are in a climate crisis—and AI Data centers are making it worse. Even if one hasn't popped up in your community yet, polluted air and dirty water affects us all. Congress must pass my No AI Data Centers on Federal Lands Act, now!
  • @rondesantis Ron DeSantis on x
    The concerns by citizens from across the political spectrum re: hyperscale data centers are rooted in distrust of these Big Tech titans and their designs on expanding tech power over the citizenry. It's not just — or even mainly — about concerns about water and power usage.
  • @chamath Chamath Palihapitiya on x
    Texas, Pennsylvania and now Ohio. This is a powder keg and has the potential to unwind 200-300 basis points of annual GDP if it metastasizes. How did it get this bad? The collective leadership of frontier AI has failed miserably in doing the basics: 1. Paint a positive
  • @buccocapital @buccocapital on x
    Hmm maybe VCs should not have gleefully, repeatedly, loudly, celebrated that the “investment TAM for AI is all of white-collar labor”
  • @jasminewsun Jasmine Sun on x
    The data center backlash is a product of two mutually reinforcing dynamics: 1) Locally, it's material concerns (noise, water, electricity) and process failure (NDAs, tax subsidies) 2) Nationally, it's broad anti-corporate and anti-AI sentiment (AI companies are screwing you
  • @tm_brown @tm_brown on x
    It's interesting that a lot of the most visible counter messaging about data center resistance from the tech industry has been “you're all illiterate morons.”
  • @luke_metro @luke_metro on x
    are any tech leaders openly saying that data centers should pay more taxes or is everyone still in Ayn Rand mode
  • @governorshapiro Governor Josh Shapiro on x
    This week, I enacted the strictest requirements IN THE NATION for AI data centers... but now I need your help. We're launching a new website where you can tell us about data center projects in your area and your concerns about them. Your feedback — in person, over text, in my
  • @theojaffee Theo Jaffee on x
    The anti-datacenter psychosis sweeping through both sides of our national politics might be the worst mass movement I've seen in my lifetime. The magnitude of lies underpinning it, the threat it poses to our economy and civilization, and the sheer scale of its popularity are
  • r/antiai r on reddit
    Politicians Who Once Championed Data Centers Are Now Bashing Them |  State governors, including Greg Abbott and Josh Shapiro, are slowing development of the facilities as anger over AI spreads
  • r/technology r on reddit
    Politicians Who Once Championed Data Centers Are Now Bashing Them |  State governors, including Greg Abbott and Josh Shapiro, are slowing development of the facilities as anger over AI spreads
  • r/politics r on reddit
    Politicians Who Once Championed Data Centers Are Now Bashing Them |  State governors, including Greg Abbott and Josh Shapiro, are slowing development of the facilities as anger over AI spreads