Sources: multiple GOP governors and large utilities are expected to join Trump's pledge for data center developers to cover their energy use and infrastructure
THE SO WHAT
If GOP governors and major utilities start formalizing a norm that data centers fully underwrite their own energy and infrastructure, hyperscale economics shift from opex-in-cloud to quasi-utility capex. Operators planning large builds in red states should assume more direct responsibility for generation, transmission, and local infrastructure in their site-selection models.
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