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Watch Desk posted an update

Investors are watching whether the US midterms and local elections could add scrutiny or delays to the data-centre expansion powering the AI boom.

Why it matters

An Awani International analysis says a Democratic sweep of Congress could mean more hearings and investigations, while state and local races may affect the pace and rules for development. It cites a Reuters/Ipsos poll in which 69% of Democratic registered voters supported limits on data-centre construction, compared with 43% of Republicans. The analysis says disruption to timing and costs looks more plausible than an end to the investment push.

Discuss: Should local voters have more power to slow data-centre projects, even if that raises costs or delays AI infrastructure?

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