00:25:26 · Shane Burke, Akash Pasricha
[00:25:26] S3: Yeah. So the governor's races are interesting to look at because it has been governors who have been able to enact moratoriums or pauses on larger scales. I'd say the three races I'm most interested in looking at right now, Georgia is really close, and there's a candidate. The Democrat, wants to put a more joy on data centers, and the Republican is much more, like, free with regulation and stuff. So I think that is a close one that could have a lot of differences. Texas, there's a kind of similar story, although Abbott, the incumbent, has put a pause on data centers. The... His opponent wants, stricter controls. And then, the third one, I find Alaska's race really interesting. There are four candidates. Like, the the Democrat is, maybe going to pull off, like, an upset or change, like, the way it's been. And that also is a data center moratorium versus not a candidate situation. And I think Alaska could be an interesting market in the future for data centers. They've got a lot of land and a lot of cooling. [00:26:37] S0: I was gonna say, yeah, it makes the makes the cooling issue a little bit easier if you're building it up there. Although the Alaska results, I think those are the ones that'll that'll take longest to to come in from from what I was tracking this morning. [00:26:48] S3: Yeah. They've also got a ranked voting system. It's interesting. Different. Yeah.
00:26:48 · Shane Burke, Akash Pasricha, Leo Schwartz
[00:26:48] S3: Yeah. They've also got a ranked voting system. It's interesting. Different. Yeah. [00:26:55] S0: Leo, what about some of these... I mean, you talked about the Senate race in Ohio just now. What about the governor race in Ohio? And some of the other data center hotspots, Virginia is another one. I wonder if that's one that we should be paying attention to or if it's kind of spoken for. I mean, Texas is certainly Shane alluded to it, but what about the other ones? [00:27:19] S4: Yeah, mean, would just say, as Shane has done some really great reporting on this, a lot of the battles over data center has happened not only at the state, but at the local level. And there are states like New Mexico, Virginia, where this has been such a battleground that I do think that's more interesting to watch. At the federal level, really... I mean, A, the chance of real legislation passing is always incredibly slim, but there also aren't necessarily that strong of policy differences between the right and the left, at least in the Senate and the House on this issue. A lot of the support has actually come from the Trump administration, and you continue to see policy coming out of the Trump administration incentivizing data center build outs. So if there is strong pushback, what we're seeing is that that's more at the state level.
00:27:19 · Leo Schwartz, Akash Pasricha
[00:27:19] S4: Yeah, mean, would just say, as Shane has done some really great reporting on this, a lot of the battles over data center has happened not only at the state, but at the local level. And there are states like New Mexico, Virginia, where this has been such a battleground that I do think that's more interesting to watch. At the federal level, really... I mean, A, the chance of real legislation passing is always incredibly slim, but there also aren't necessarily that strong of policy differences between the right and the left, at least in the Senate and the House on this issue. A lot of the support has actually come from the Trump administration, and you continue to see policy coming out of the Trump administration incentivizing data center build outs. So if there is strong pushback, what we're seeing is that that's more at the state level. [00:28:06] S0: Shane, one of the things that you called out in your story on Sunday was the idea that moratoriums and pauses are one axis to look at these candidates at. There's also stuff like how they're looking at water, how they're looking at tax breaks. What are the different vectors on which these candidates have been running their platforms? Because some of them have more nuanced takes on whether or not there should be a moratorium, whether or not we should, you know, conserve the water use and stuff like that.
00:28:06 · Akash Pasricha, Shane Burke
[00:28:06] S0: Shane, one of the things that you called out in your story on Sunday was the idea that moratoriums and pauses are one axis to look at these candidates at. There's also stuff like how they're looking at water, how they're looking at tax breaks. What are the different vectors on which these candidates have been running their platforms? Because some of them have more nuanced takes on whether or not there should be a moratorium, whether or not we should, you know, conserve the water use and stuff like that. [00:28:38] S3: Yeah. Totally. I would say most of the candidates now have some sort of restriction on data centers or on energy, which can be like a proxy for data centers. So first and most popular is rate payer protections. Those are making sure that costs of data centers, whether it's the build out or surges, in demand, don't end up going to, like, household customers. And I'd say there's also a range there of protections. Some people have, signed, like, a voluntary pledge, and you have to ask what that will mean, you know, if it's just voluntary. And then there's also environmental protections. People are putting into... Or they're proposing, tests on air quality, water quality, like closed, water systems so, like, the water won't go out into the environment. And, like, siting on, like, environmental remediation sites or brownfields, that's another thing. Yeah. There's just a bunch of different policies people are putting into place or want to put into place. Yeah.
00:29:51 · Akash Pasricha
[00:29:51] S0: Leo, so Shane mentioned voluntary, and it kind of brings me back to the discussion you and I have had about the AI regulation more on the federal level, how the agencies are thinking about this. And that's I think that is almost the faster moving part of the story in some ways, insofar as how it gets regulated. Or I guess as I say that, it's also not moving fast enough because we know that these executive orders just kind of drag on. Will any of what happens tonight or this week, will it at all affect the regulation that you have been reporting on with the agencies and with the task forces and the model reviews, is any of that going to change at all?
00:30:37 · Leo Schwartz
[00:30:37] S4: Well, this is the more maybe sober minded and less exciting analysis that I would provide, which is that even in the best case scenario for Democrats where they win a bunch of seats in the Senate, they take over the House, they still have the glaring issue that Trump is the president. Obviously, he has veto power. Overcoming a veto is very difficult. So are they gonna be able to pass their own legislation without bipartisan support, without Trump's support? That seems very unlikely. Of course, there are vehicles for that to be done, must pass bills like the Defense Authorization Act, which will actually likely be done before the next congress comes in in January. There likely will be AI provisions in that. But at the same time, whether you see a real challenge to Trump's authority over AI regulation and all of this lack of clarity we've been seeing at the agency and executive level through new legislation, the Democrats, that still faces the same steep or impossible odds of of actually passing. What will happen if Democrats are able to win one or both houses is just a lot of oversight hearings. They'll have subpoena power likely to bring some CEOs who have cozy relationships with Trump to Capitol Hill. But if anything, that will just cause more embarrassment for the companies than have actual consequences.