Voters across 10 states overwhelmingly approved 38 of 44 ballot measures restricting data centers, including numerous moratoriums and bans, according to Redbud Consulting polling data; analysts indicate these measures primarily affect projects planned for 2028 rather than those already under construction or approved through 2027. The most consequential shift occurred in Texas, where Democratic challenger Gina Hinojosa won the governorship, threatening to fundamentally disrupt the state's role as the epicenter of the AI buildout—projected to account for over 41% of added U.S. data center capacity in 2028. Bloomberg reports approximately 13 gigawatts of capacity is now exposed to delays, as Hinojosa plans to stall projects until legislation addresses water, electricity, air quality, and property rights impacts, ends tax incentives, and mandates community input. GLJ Research's Gordon Johnson notes projects with power, permits, and steel will proceed, but those lacking state environmental permits face 12- to 18-month slips, with potential relocation to Louisiana or Georgia. PIMCO's Libby Cantrill warns that even absent statewide moratoria, significantly more "sand in the gears" is expected, including longer permitting timelines and increased developer concessions. A solitary win for developers in a North Dakota city still required independent reviews and public hearings for expansions.