The Download: Texas’s fragile AI boom and energy policy shifts

What happened: Democrats won the Texas Senate seat, governor's race, and control of the Texas House for the first time in 24 years, after making data centers a central campaign issue. Why it matters: The results could spell trouble for hyperscalers with ambitious plans in the state and add to anxiety that America's AI buildout could stall. State and local elections could also shape grid and data center development, renewable energy, and emissions.

Democrats won the Texas Senate seat, governor's race, and control of the Texas House for the first time in 24 years, after making data centers a central campaign issue.

The results could spell trouble for hyperscalers with ambitious plans in the state and add to anxiety that America's AI buildout could stall. State and local elections could also shape grid and data center development, renewable energy, and emissions.