People spoke, and the numbers were not close.
Voters faced 41 local ballot measures on data centers across 10 states and sided against the industry in every single one except a small town in North Dakota. In most cases the margin cleared 70%. Roughly three-quarters of voters told NBC they oppose a data center in their own community. More than half said AI and data centers were a major factor in how they voted.
Gallup and Pew have been saying this for months. The public expects AI to do more harm than good, and they just made it expensive and slow to build the infrastructure behind it.
Prepare for the AI slowdown , at least for now.
In my new Fortune column I lay out what actually comes next:
• The regulation wave headed for frontier models and AI agents once the new Congress sits in January
• The social contract companies will have to accept (pay your own grid upgrades, publish water and power use, flex load, share revenue)
• Why a more distributed map of smaller regional centers may win
• Why the U.S. still leads and why I’m still betting on American resilience
The industry spent two years telling people AI was an existential risk. People believed them. Now the bill is due.
Full piece: fortune.com/2026/11/09/mid…
Voters faced 41 local ballot measures on data centers across 10 states and sided against the industry in every single one except a small town in North Dakota. In most cases the margin cleared 70%. Roughly three-quarters of voters told NBC they oppose a data center in their own community. More than half said AI and data centers were a major factor in how they voted.
Gallup and Pew have been saying this for months. The public expects AI to do more harm than good, and they just made it expensive and slow to build the infrastructure behind it.
Prepare for the AI slowdown , at least for now.
In my new Fortune column I lay out what actually comes next:
• The regulation wave headed for frontier models and AI agents once the new Congress sits in January
• The social contract companies will have to accept (pay your own grid upgrades, publish water and power use, flex load, share revenue)
• Why a more distributed map of smaller regional centers may win
• Why the U.S. still leads and why I’m still betting on American resilience
The industry spent two years telling people AI was an existential risk. People believed them. Now the bill is due.
Full piece: fortune.com/2026/11/09/mid…