{"id":1261,"date":"2026-11-05T16:32:17","date_gmt":"2026-11-05T23:32:17","guid":{"rendered":"https:\/\/intelligenxe.com\/?p=1261"},"modified":"2026-11-05T16:32:18","modified_gmt":"2026-11-05T23:32:18","slug":"the-day-after-the-midterms-owning-a-data-center-beat-building-one","status":"publish","type":"post","link":"https:\/\/intelligenxe.com\/?p=1261","title":{"rendered":"The day after the midterms, owning a data center beat building one."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Texas, Ohio and Georgia <a href=\"https:\/\/fortune.com\/2026\/11\/04\/democrats-midterm-election-2026-anti-data-center-governors-texas-georgia-ohio-ai-infrastructure-big-tech-spending-moratorium-regulations\/\">elected governors who campaigned on pausing or limiting new data centers<\/a>. <a href=\"https:\/\/stockanalysis.com\/stocks\/msft\/history\/\">Microsoft&#8217;s shares rose 6.7%<\/a> and <a href=\"https:\/\/stockanalysis.com\/stocks\/amzn\/history\/\">Amazon&#8217;s 6.1%<\/a>. Companies that build, power or equip new ones fell: power producer <a href=\"https:\/\/stockanalysis.com\/stocks\/vst\/history\/\">Vistra 13.8%<\/a>, AI cloud <a href=\"https:\/\/stockanalysis.com\/stocks\/crwv\/history\/\">CoreWeave 9.9%<\/a>, turbine maker <a href=\"https:\/\/stockanalysis.com\/stocks\/gev\/history\/\">GE Vernova 9.3%<\/a>, memory-chip maker <a href=\"https:\/\/stockanalysis.com\/stocks\/mu\/history\/\">Micron 7.0%<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.cnbc.com\/2026\/11\/05\/ai-data-centers-midterms-capacity.html\">JPMorgan&#8217;s James Sullivan says<\/a> &#8220;existing capacity is significantly more valuable now.&#8221; Much of what is due in 2027 is already being built; <a href=\"https:\/\/www.cnbc.com\/2026\/11\/05\/ai-data-centers-midterms-capacity.html\">Nomura says the bigger impact &#8220;may hit from 2028.&#8221;<\/a> Permits and power, not just money, now set the pace.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>Strategist<\/strong><\/em> is built to put an independent strategy beside management&#8217;s, so a plan that assumes the old pace stands out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Which pace is your plan built for? <a href=\"https:\/\/strategist.intelligenxe.com\">strategist.intelligenxe.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Texas, Ohio and Georgia elected governors who campaigned on pausing or limiting new data centers. Microsoft&#8217;s shares rose 6.7% and Amazon&#8217;s 6.1%. Companies that build, power or equip new ones fell: power producer Vistra 13.8%, AI cloud CoreWeave 9.9%, turbine &hellip; <a href=\"https:\/\/intelligenxe.com\/?p=1261\">Continued<\/a><\/p>\n","protected":false},"author":1,"featured_media":1262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"kt_blocks_editor_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1261","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1261","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1261"}],"version-history":[{"count":1,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1261\/revisions"}],"predecessor-version":[{"id":1263,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1261\/revisions\/1263"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/media\/1262"}],"wp:attachment":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1261"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1261"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}