Shares of data center infrastructure-related companies are trading lower following election results showing Democratic majorities in the U.S. House and Senate, as well flips of the Texas Governor's office and state House of Representatives. The outlook for national and state-level policy regarding the AI hyperscaler buildout may become clouded and put new projects, backlogs and margin outlooks at risk.

Shares of data center infrastructure-related companies are trading lower following election results showing Democratic majorities in the U.S. House and Senate, as well flips of the Texas Governor's office and state House of Representatives. The outlook for national and state-level policy regarding the AI hyperscaler buildout may become clouded and put new projects, backlogs and margin outlooks at risk.