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Morning Edition · Monday, November 9, 2026Published at 1:17 AM EST · New York
Democratic Midterm Gains Drive a Sell-Off in Data-Center Stocks on Fears of New Limits to the US AI Build-Out
NVIDIA fell about 9.3% on November 5 and is now down for the year, and investor Steve Eisman's claim that labs want to "manufacture a crisis" to get regulation is circulating again.
Democrats won control of Congress in the November 3 midterm elections. They also won governorships in Texas, Georgia and Ohio, according to Euronews, on a promise to restrict the AI build-out. CNBC reported that AI and semiconductor stocks…
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US Data-Center Build-Out Faces Political Limits
State and federal politics increasingly limit US data-center siting through permits, power and tariffs, pushing new AI capacity toward jurisdictions with available power and permissive siting rules and repricing US-concentrated infrastructure assets.
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