Policy Risk

A November 7 tracker counted 480 generative-AI data center campuses across 53 countries, including 20.6 GW under construction. Senator Josh Hawley’s November 11 call for a nationwide moratorium adds policy uncertainty for U.S. projects, but the available source does not describe a bill’s provisions or identify a procurement action.

Election results and local opposition could prompt new limits on data-center siting, community consent, environmental impacts, and who pays for grid upgrades. Developers and contractors should reassess permitting, power plans, and schedules in affected states; the measures discussed remain potential changes, not enacted requirements.