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

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