The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout
Source
newsletter.semianalysis.com
Author
Maya Barkin
Date
Why it matters
Compute availability depends on datacenter capacity actually getting built. This analysis quantifies how much 2027 capacity is already locked in and how much 2028 capacity is exposed to election and permitting risk.
