Data center moratoriums are on the ballot in 16 governor races

Share
Data center moratoriums are on the ballot in 16 governor races

Thirty-six governorships are up on Tuesday, and data centers have gone from a zoning hearing to a campaign plank in the space of one cycle. The spin on the story is bigger than the arithmetic behind it.

The Information reported Sunday that candidates backing a data center moratorium could win up to 15 of the 36 governors' races, naming Texas, Ohio, Michigan and New York. That is an analysis, not a count from the underlying research, and the count tells a narrower story: 16 states have at least one gubernatorial candidate calling for a temporary moratorium, out of a field where only a handful of races are actually competitive. The gap between "could win 15" and "is competitive in about six" is where this election will actually be decided, and it matters because the outcome determines whether the backlash becomes state policy or stays a local zoning problem.

What the data actually says

The dataset both The Information and Wired are downstream of is MultiState's candidate-by-candidate tracker, published September 18. Its findings: 36 gubernatorial races on the November 3 ballot, at least one moratorium-backing candidate in 16 states, and fewer than ten candidates across the whole country pledging unconditional support for data centers. Wired put the individual count at "at least 20 candidates in the 36 gubernatorial races" in its October 11 survey of the midterms.

Twenty candidates is not 15 races. For The Information's number to hold, nearly every one of those 16 states would have to be winnable by the moratorium candidate, and several are not close: Doug Jones in Alabama, Jermaine Johnson in South Carolina, Jerri Green in Tennessee, Fredrick Love in Arkansas, Cindy Holscher in Kansas, Mike Minogue in Massachusetts, Dan Cox in Maryland. Those are long shots in states that are either safely Republican or safely Democratic regardless of data centers. A hand count of MultiState's own table turns up 17 states with a flagged candidate, one more than the text says — which is a fair warning about how precise any of these totals are.

The realistic competitive set is five or six: Texas, New York, Pennsylvania, New Hampshire, Oregon, and possibly Maine.

Texas is the one that matters

Texas is the only large race where a sitting governor's data center record is the live argument. Governor Greg Abbott is "neck-in-neck" with Democratic challenger Gina Hinojosa, per the Texas Tribune, and both campaigns now compete over who is tougher on the industry. Abbott ordered state agencies to stop issuing data center permits pending a grid review in August, telling an audience that data centers had "dug their own grave" and "got the backlash they deserve."

The money is the sharpest number in the race. Abbott has taken about $9 million from data center-related donors since July 2025, roughly 13% of everything he raised in that period — $4.9 million directly and $4.1 million through intermediaries, including $2.8 million in the single month after he announced the pause. Hinojosa's campaign advertises $20 million, using a looser definition of "related" that the Tribune declined to adopt; the $9 million figure is the one with a published methodology behind it.

Industry is pushing back in public. Crow Holdings' Michael Hyun called a crackdown "economic suicide," and Hines' Laura Hines-Pierce told The Real Deal that "data centers don't need to be a Star Wars ship that landed in the middle of a community" — an argument for better siting, not fewer projects. One terminology snag worth flagging: the Texas pause is attributed variously to the environmental agency, the utility commission and the grid operator across three reports of it, so treat "Texas halted data center permits" as directionally right and administratively fuzzy.

New York has already answered

New York is on the ballot, but the question there is settled. Governor Kathy Hochul signed the country's first statewide moratorium by executive order in July, for one year, after the legislature passed a stricter omnibus bill; she has until the end of the year to sign or veto that bill, and the order was widely read as a way to take the issue away from a legislature that wanted a harder line. She told Wired the approach is "democracy in action. If you want it, it should come with all kinds of guardrails and restraints, but if you don't want it, it doesn't come."

Voters seem to agree with the direction and not with the timing. A September Siena poll found 63% of New Yorkers would oppose a data center in their area even after the moratorium expires, including 75% of Democrats. Quinnipiac has Hochul ahead of challenger Bruce Blakeman 53–31 on handling AI and data centers. Organizers who pushed for the pause are unimpressed by the politics of it: "I feel like she's just trying to shut us up," one told Wired, while State Senator Kristen Gonzalez called the moratorium "a first step, but it can't be the last."

Where the decisions actually land

The governors' races are the headline; the local ballot is where the policy gets made. Ohio has at least 125 local data center moratoriums in effect and 14 local ballot measures on Tuesday alone, according to MultiState's tally — and Ohio's gubernatorial nominees both land in the "regulations" column, not the moratorium one. Twenty-eight localities across six states vote on data center measures this cycle; Kansas towns including Emporia and El Dorado are weighing ten-year bans, and Edgewater, Florida has a charter amendment.

The state-level trend runs both ways. West Virginia in 2025 and South Dakota this year passed laws stripping local governments of authority over data centers; Maine Governor Janet Mills vetoed a statewide moratorium bill in April on local-control grounds. Virginia now requires impact studies before by-right approval, a fight we covered when Virginia ended by-right approval for big data centers.

The money is following the issue. Pew counted $12 million spent on political advertising that mentions data centers in the 90 days before the midterms, Wired reported. For scale, that is real money in state races and a rounding error in a national campaign — the signature of an issue that decides close elections rather than one that drives them.

The counter-argument

MultiState's own analysis adds a caveat that undercuts the wave framing: recent polling suggests concerns about data centers and AI "are not a big concern for many voters," citing a New York Times Upshot survey from September 16. That is consistent with what we found in September, when local opposition blocked $68 billion of US data centers in one quarter — the pressure is concentrated, project-specific and organized at the county level, not a national voting bloc. It is also consistent with a simpler read: the issue moves elections where a project is already proposed, and does nothing where one isn't.

One more distortion worth naming. "Moratorium" is being used for three different things: a statute (New York's pending omnibus bill), an executive pause (Hochul's order, Abbott's permit freeze), and "regulations" (the modal position, held by both Ohio nominees). MultiState says outright that candidates use the word loosely, some for a short information-gathering pause and others for a permanent ban. Anyone counting moratorium candidates on Tuesday night is counting three incompatible policies under one label.

What to watch

Texas is the tell. If Abbott holds on after pausing permits and taking $9 million from the industry he paused, the lesson for 2028 is that a governor can have both. If Hinojosa wins, every state with a contested data center corridor gets a template. Then watch the New York legislature's bill deadline at year end, and the Ohio local measures, which will pass or fail regardless of who wins the governor's mansion. We will follow the results Wednesday.

Which way do you think the Texas race goes — and does a moratorium actually stop a project, or just move it to the next county? Write to us via our contact page.

Get SiliconNoon in your inbox

One email a day with the AI stories that matter — what happened, the numbers, and why it matters. No spam, unsubscribe in one click.

Read more

Europe puts a data centre energy label on the grid, California sends the bill

Europe puts a data centre energy label on the grid, California sends the bill

The European Commission proposed a mandatory A-to-G sustainability label for data centres, with the first labels expected to appear in 2027. The delegated regulation, published Monday, requires operators of facilities of 500 kW or more to disclose how efficiently they use energy and water, how clean their electricity is, and whether they can hand waste heat back to the local grid — plus information on how their water use sits against water stress in the area.

Ireland reconsiders its nuclear ban as data centres eat a quarter of the grid

Ireland reconsiders its nuclear ban as data centres eat a quarter of the grid

Ireland is Europe's data-centre capital, and it's running out of cheap ways to power the AI boom. Lawmakers are now reopening a debate the country closed in 1999, when it banned nuclear power — a sign of how hard the AI buildout is bending national energy policy in the world's smaller grids. Ireland is reconsidering its 1999 ban on nuclear power, driven by data centres that now account for about a quarter of the country's electricity use.

China AI export rules: DeepSeek and MiniMax clear registration

China AI export rules: DeepSeek and MiniMax clear registration

Two of China's biggest open-weight labs cleared Beijing's new AI export registration in under a week. In Seoul the same morning, the memory champion found out what the capital markets will pay for an AI-adjacent listing right now — nothing. DeepSeek and MiniMax have completed the export registrations that Beijing's draft AI export-control rules require, and have gone ahead with open-source releases and overseas licensing, according to Chinese state media.

Senate report: hyperscalers misled the public on data center costs

Senate report: hyperscalers misled the public on data center costs

A yearlong Senate investigation just put Congress's own numbers under the claims AI data centers sell to towns and ratepayers. Also: the Times finally counts what Anthropic's agents submitted to the State Department, and StepFun sets an open-weights date for its top-ranked flagship. A yearlong Senate investigation led by Senators Warren, Van Hollen, and Blumenthal concludes that some of the biggest hyperscalers misled the public about what their AI data centers cost everyone else.

Hawley and Murphy: AI companies liable when agents hack

Hawley and Murphy: AI companies liable when agents hack

Today's AI news splits between concrete and rhetorical: a $15 billion data center plan that actually has land and power attached, and a liability bill that has sponsors but no text yet. Hawley and Murphy plan a bipartisan bill making AI companies liable for agent-driven hacking. The AI Agent Accountability Act would hold AI developers both civilly and criminally liable when a recklessly designed model is used to break into systems — the first bipartisan Senate move to put hard liability on the…

Europe's data centers won't say how much water and power they use

Europe's data centers won't say how much water and power they use

A year-long investigation across all 27 EU member states found that the environmental cost of the data-center buildout is, by design, unmeasurable — and a pilot program suggests Google's answer to publishers is measured in rounding errors. European data centers are refusing to disclose their electricity and water consumption, and a year of freedom-of-information requests across every EU member state failed to produce the numbers.

Meta cut its federal tax bill by calling AI data centers experiments

Meta cut its federal tax bill by calling AI data centers experiments

Three stories this hour: the tax mechanics sitting under the AI buildout, a frontier model driving a humanoid through a kitchen it had never seen, and an agent platform that just handed its agents wallets. Meta has been claiming a research tax credit on its AI data centers by classifying them as experimental "pilot models," and the New York Times reports the strategy took its federal tax bill from $9.6 billion in 2024 down to $2.8 billion in 2025.