What's Next For Data Centers After The Blue Tsunami: Goldman Sees Moratoria Freezing 45% Of Capacity As Texas Pulls The Plug

Two days ago we laid out the states where Tuesday's midterms could pull the plug on data centers. On Tuesday night, voters found the outlet.

In what Jefferies calls "the most impactful surprise" of a "blue tsunami", Democrat Gina Hinojosa beat Greg Abbott roughly 52.8% to 45.7% (AP call at 11:17 PM ET) to become the first Democratic governor of Texas in more than three decades, on a platform whose centerpiece was an immediate moratorium on new data centers. 

Almost Half The Pipeline Just Went Blue