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Mounting evidence shows that Republican voters are rapidly turning against artificial intelligence.

The data center backlash is causing a crisis of faith amongst American conservatives over land use, energy abundance, and corporate regulation. The Republican Party — not to mention the politics of AI infrastructure — may never be the same.
In the last week, I’ve seen a surge of Republican politicians pushing to temporarily ban data centers in conservative states. In South Carolina, Representative Nancy Mace, a leading GOP gubernatorial primary candidate, called for a statewide moratorium on new data centers. In Texas, the sitting agriculture commissioner Sid Miller proposed the same for the Lone Star State. Ditto in North Dakota where the idea got backing from a GOP primary candidate for a Public Service Commission seat.
I also witnessed a wave of anti-data center sentiment bursting forth online over the last few weeks. Major figures in the online right like Matt Walsh and Tucker Carlson have been posting videos lambasting the pace and practices of the data center boom, joined by a flood of commentary on YouTube and conservative video platforms like Rumble. On X and Facebook, the right has split into factions with figures like Marjorie Taylor Greene siding with activists while other pundits and personalities play data center defense, mocking critics as misinformed and antithetical to free market conservatism.
“Right now, frankly, anti-AI politics, anti-data center politics, that’s working for some people in some campaigns,” right-wing pundit Scott Jennings said Wednesday on his Salem News Channel show in a discussion with Republican Senator Dave McCormick of Pennsylvania, one of the biggest AI boosters in Congress.
Conservative and GOP-aligned political and policy advisers told me all of this ruckus is a lagging indicator for genuine anger amongst their voters. “It’s a collision between the Republicans’ traditional pro-business identity and a new populist identity,” Chris Wilson, CEO of political data firm EyesOver, told me in an interview Wednesday. “The old Republican consensus would’ve been pretty straightforward. The challenge is you have this emerging Republican electorate asking who owns this? Who is consuming it? Who is it going to benefit?” Wilson previously founded GOP polling firm WPA Intelligence.
It’s all in the data, pun intended. On Friday, GOP pollster Frank Luntz posted about this anxiety over data center development spreading to “regions led by both Democrats and Republicans.” Luntz pointed to a new Gallup poll confirming a trendline we reported in February using Heatmap Pro data: Opposition to data centers in GOP areas rose more than 300% over the previous six months.
Other recent data points make it obvious Trump Country is turning against data centers, such as in New Jersey, where a Stockton University poll found nearly half of Republican voters would support a data center ban “in the town where they live.” Meanwhile, new analysis out of Houston University in Texas found roughly 45% of Republicans in that city’s metro area would oppose a data center within a mile of their home.
Let’s be honest, here — those are approaching offshore wind-levels of abysmal support.
“The fact the polling has changed so negatively so quickly has shown there is very real concern, very real worry about what these data centers are doing and how they affect a region,” said Will Reinhart, a senior fellow at the American Enterprise Institute. Reinhart admitted that with the way winds are blowing, there may be a “very real” possibility that a major 2028 Republican candidate for president supports a national data center moratorium. The fact Florida Governor and 2024 candidate Ron DeSantis has been so critical of data center development “is a bellwether.”
“I would imagine there’s going to be more support for [moratoria], especially as energy prices are going to continue to rise. To me it feels like this is coming. What this portends for a larger electorate is you’ll have a push and pull. You’ll have some regions that want to see development and know they can benefit from a data center. Some regions are going to say no, we don’t want this.”
This level of profound opposition threatens to disrupt what was once Republican political consensus behind land use policy and energy development. Plainly, even once catnip for the GOP like a fossil-friendly permitting approach could face political hurdles in the future if Republican voters don’t want pipelines to power the largest driver of new energy demand.
Perhaps it’s understandable then why so many figures on the Right are coming to defend data centers. The leading counterargument? Data center opponents are agitators armed with misinformation and backed by foreign governments trying to undermine American dominance in artificial intelligence. Pro-AI advocates are seizing on the idea, as is Shark Tank magnate Kevin O’Leary (with lackluster results). Conservative energy pundits in D.C. are asking GOP lawmakers to investigate whether foreign funding is playing a role in the backlash. It’s even endorsed by Interior Secretary Doug Burgum, who said last week at a conference in Alaska that some of the opposition was funded by “foreign-sourced dark money.”
“I worry about us on the Build Baby Build where we’re still running into this thing where there are some states that are literally passing bans on AI data centers,” Burgum said, “and it’s not organic and local.”
When it comes to swaying skeptical members of the public, blaming outsiders for local conflicts over energy and tech infrastructure development is unlikely to work. The past is very much prologue here; some Republicans have long argued — with scant evidence — that foreign adversaries and wealthy Europeans are quietly puppeteering the American environmental movement. But we’ve never seen the national discourse ever pick up the topic, really. Meanwhile, we all know this strategy never really worked when defending solar farms from opposition in rural areas.
Republican energy politics strategist Chris Johnson told me that ironically, the solar and wind fights of recent years laid the groundwork for openness to conspiracies about technology as well as “muscle memory built for NIMBYism, to fight against anything.”
“There has to be this much more empathetic effort to meet people where they’re at,” Johnson said, adding he believes the conflicts over solar and farmland became an example of a “mistake” that wound up undermining other GOP priorities.
“The overemphasis on solar’s land use and the imagery of farmland being taken by solar panels like a scene out of Blade Runner, that is not helpful when you’re now seeing an environment with such tremendous growth in energy demand,” he told me. “I think it was a mistake for folks on the right to go so hard against some technologies we clearly need right now.”
All this being said, all hope is not lost for the right-coded AI and data center optimists out there.
David Blackmon, a longtime lobbyist for oil and gas based in Texas who writes about energy for The Daily Caller, told me how this backlash reminded him of the fracking boom of the 2010s. Perhaps famously to those in oil and gas, scares about water and air pollution from fracking were plentiful throughout that era, typified by the film Gasland — specifically a viral segment from the film involving flammable water from a faucet. The fracking boom ran through rural and often conservative-leaning towns and counties, and Blackmon remembers companies were “pretty close to losing our license to operate” in major parts of the shale patch “because of the ham-handed way we handled communications and public outreach.”
“This pretense that all the opposition to their projects is somehow bussed in from other places, or amounts to astroturf, is the down-playing of real, valid public concerns that are raised related to their projects,” he said. “The data center industry, at least in a few high profile cases, has really made a mess of things. It’s a lack of understanding of the industry. The case hasn’t been effectively made at a national level, or a local level. Why is this big industrial complex being plopped down?”
Blackmon and many others in conservative political circles believe the pathway to regenerating support for data centers rests in effectively communicating local benefits. The Rainey Center, another right-leaning D.C. organization, shared new polling with me that shows educating voters about policies like President Trump’s Ratepayer Protection Pledge makes them overall more likely to support AI data centers. “The public isn’t opposed to data centers, they’re opposed to paying for them on their power bill,” Hunt told me. “The industry’s social license is being written right now.”
This is also how some Republican AI and data center optimists in Congress seem to think.
Speaking with Scott Jennings on his show Wednesday, Dave McCormick expressed his belief data centers can be “economic engines.” But he, too, stressed that data center developers should fulfill a “covenant” with the communities hosting them.
“When these data centers come to town, they need to bring more energy than they use. So they should lower energy prices, not raise them. They need to have water recycled so it’s a closed-loop system. They need to make commitments on what they’re going to bring to the tax base. They need to promise to use local workers. I think if that covenant is in place most communities are going to opt in,” McCormick said. “But there’s a lot of disinformation, a lot of lies out there about it. And frankly the Chinese are behind a lot of it, Scott. ”
So where does this leave us? I believe we’ll see more Republican-led counties, states, and congressional offices back restrictions of some kind on data centers, as well as new rules and regulations on the burgeoning sector’s energy and water impacts. Whether the GOP’s traditionally business-friendly orthodoxy is permanently fissured by the data center backlash is yet to be determined. But we might be about to see a Republican race to a populist top on this issue — or bottom, depending on where you’re sitting.
“If they’re just pro data centers, that’s a problem,” Wilson, the GOP pollster, told me. “If they’re pro-AI, that idea is still politically safe, and it’s safer than being anti-growth or anti-technology. You don’t want to be perceived that way as a Republican.” Republican voters will still be supportive of AI competitiveness, beating China, domestic infrastructure, and lower energy bills, he said. But they’ll be skeptical of taxpayer subsidies for data centers, straining on energy and water supplies, secrecy around data center deals, or use of eminent domain.
“Vulnerabilty emerges when support for data centers is perceived as support for big corporate interests over local control,” Wilson concluded.
Editor’s note: This story has been updated to correct Wilson’s title.
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A chat with Colette Lamontagne, senior director for electric power at Ceres.
This week’s conversation is with Colette Lamontagne, senior director for electric power at the sustainability finance advocacy group Ceres. Her team just released a shareholder engagement guide for the utility space around data center development. I’ve been wondering when the ESG crowd would enter into the AI infrastructure fray, so I asked if I could chat with Colette about what the guide could teach my lovely readers and whether the data center backlash portends a new wave of boardroom fights between electric companies and institutional investors.
Our conversation was lightly edited for clarity.
What is the big message of this guide? If you were to talk about this over a coffee, what would be the topline takeaway?
These data centers are coming, but they can be done right. They don’t have to be done in a way that negatively impacts energy, water, and communities, and we need to slow down just enough to be able to do it right.
It’s not a guide about what data centers should do — it's a guide on the risks to the electric power sector. The biggest risk is the magnitude of power needed and the timing — how quickly it’s needed. Because of that, the traditional process for electric utilities can’t keep pace. It’s all regulated. There’s a lot of steps they have to go through to build new transmission infrastructure and new generation. If the grid connected companies can’t keep up the pace, data centers will just build their own generation. And the biggest problem with that? You have all these resources not shared by the users.
Do you think data centers are going to create a new wave of ESG-based investor advocacy?
I haven’t thought about it as a new age for ESG, but that’s a good point. We are moving beyond asking companies about targets and to create transition plans. Now we’re looking at how to accelerate solutions for climate impacts. I do think there’s a new age related to that.
When it comes to data centers, the questions aren't about utilities and their targets, but instead how they’ll meet this need so they don’t go back to old coal plants or [build] new [behind the meter] plants not used by the grid.
Should we anticipate some kind of new shareholder advocacy wave around how integrated utilities and power companies address or mitigate the impacts of the data center boom on meeting their resource plans, especially decisions made as a result of shareholder advocacy on climate?
If a data center comes to a utility and says they need 100 megawatts of power and the utility chooses to serve that with coal or gas instead of new renewables, it will impact their clean energy goals. If they say they signed a power purchase agreement and give all these renewable resources to a data center, that’s not new — you’re still impacting your clean energy goals because then you’re taking the renewables away from other customers. You have to build something else for those other customers. What are you building instead?
How they think about their long-term resource plans is really important. These generation sources will be around for a very long time. In most cases, renewable energy is cheaper to build. Gas plants require a four- or five-year wait for turbines. So not only is it better for the environment but better for business to get these renewables built.
I’ve written a lot about data center water use. The guide goes into the energy sector’s water use impacts from this increased power demand from data centers; specifically, it says investors should consider asking utilities to conduct new comprehensive water risk assessments around it. Can you help my readers and I better understand what this kind of assessment is and why companies should consider doing this?
Different types of electric generation facilities use different amounts of water. Some of it is withdrawn and put back. Some of it is withdrawn and consumed. Those matter. In cases when water is drawn and put back, the temperature goes up — that’s impacting the environment.
It’s an interesting dichotomy. The new technologies that use air cooling use less water, but they use more energy. Then you have to think about what electricity you’re using and how much water that electricity is using. It’s the life-cycle impacts.
Is there any kind of risk for investors or energy companies associated with the data center sector, given its political challenges?
Well, utilities usually get the short end of the straw. They always get blamed for everything. I say that with a laugh because I used to work for a utility.
Some of these companies have an obligation to serve. If someone comes to them and says they need power, they are required to provide it. However, they can protect themselves and other ratepayers. If the utility builds a whole generation plant and all this transmission infrastructure to serve one data center, and then the data center gets canceled, yeah that’s a risk — not to the bottom line of the utility but to their reputation.
Plus more on this week’s biggest development fights.
1. Washtenaw County, Michigan — The Mitten State made itself the center of the data center backlash this week, as multiple AI skeptics won key Democratic congressional primaries. Yet the most significant election result wasn’t a primary vote, but rather a quiet referendum in a small town outside Ann Arbor.
2. Travis County, Texas — I’ve been getting a lot of texts from sources about Texas Governor Greg Abbott issuing a stop to data center permitting. Let’s get into what really is happening here.
3. Jefferson County, Missouri — Data center opposition can win a Republican political primary, too, as demonstrated this week in this rural pocket of the Show-Me State.
4. Santa Clara County, California — We conclude this week’s Hotspots with a warning about the dire political straits of battery storage technology.
The agency is reportedly considering a land swap that would allow AI infrastructure in one of northern Virginia’s largest green spaces.
A national park site and Civil War conflict area in Virginia is now a battleground in the fight over data center development on federal real estate — and Congress is starting to get involved.
On July 23, the Prince William Times reported that Trump’s National Park Service is “considering a land swap” to allow “at least four data centers” on land within the boundaries of Prince William Forest Park in northern Virginia, one of the largest green spaces in the Washington D.C. metro area and a flashpoint during the Civil War. Since then, my colleagues and I have confirmed based on interviews with sources familiar with the plan, public lobbying disclosures, and previously unreported correspondence from Congress to the Park Service that, indeed, there has been a concerted behind-the-scenes effort to make this swap happen, going back more than a year. Many of those concerned about the idea of this exchange told me they’ve been unable to get clear answers from the Park Service on the likelihood of the swap.
Here’s what we do know: A data center development company, Highland Digital, under an LLC registered by their legal counsel, has sought permission from Prince William County to build a large tech infrastructure complex next to the park, at a site other companies have sought to rezone for that purpose since at least 2022. Though the land is within the park’s boundaries, it is not actually owned by the park; it was held by a private entity before the site was established, enabling it to be used for development through a quirk in public land use law colloquially known as “inholding.”
Meanwhile, the data center backlash has made siting new projects in Northern Virginia increasingly difficult. In Prince William County specifically, supervisors rejected a large data center project near Dulles Airport last month. The sort of land Highland Digital has access to would be challenging to develop in this political environment, given that county planning office staff said it also included wetlands and streams that made permitting difficult.
So as Highland Digital struggled to get permission, it came up with a Plan B, according to two local park conservation advocates familiar with the project’s progress: It could swap some of the land in the park with other parcels close by owned by the Park Service without as much ecological sensitivity. The company retained a lobbyist, Jeff Small, who was a senior adviser to the Interior Department under the first Trump administration and last year publicly boasted of close ties to the White House (which distanced itself from him in response). Small lobbied the National Park Service and Interior Department for a land exchange on Highland Digital’s behalf starting in May 2025 through the first quarter of this year, according to federal lobbying disclosures.
Around this time, Ashley Studholme, executive director of the Prince William Conservation Alliance, first learned about the land swap proposal. Studholme told me Highland Digital CEO Peter Batten proposed the idea to the park’s superintendent George Liffert in a meeting the three had that month with Small in attendance. Highland Digital provided Studholme and Liffert with a map she shared with me outlining different parcels that would be involved. Studholme said that afterwards, nearly identical parcel delineations were then added to an official National Park Service GIS map online. This meeting and map change assertion were first reported by the Prince William Times.
Kyle Hart, a senior program manager for the National Parks Conservation Association, told me his organization has had “loose discussions” with Park Service staff about the land swap, which he described as “a newer thing” that “we know has been proposed.”
In response to my request for comment, NPS sent the following statement attributed to an unnamed spokesperson: “The National Park Service preserves the historic, cultural and natural integrity of national parks, including Prince William Forest Park. The NPS does not regulate private land use outside park boundaries or comment on speculative uses.”
On paper, Hart told me, the swap has some upsides for NPS. The Park Service would get more land in the deal than Highland Digital would acquire. It could also permanently protect sensitive resources. But the cumulative impact of the exchange, he said, is unambiguously in Highland Digital’s favor.
“The developer comes out ahead,” he told me. “You combine that with another 100 or so acres [they hold] that is direct road frontage, and you have land primed for development without any of the hiccups of pesky streams and so forth. And they’d be doing this to expedite a data center within their borders directly adjacent to the land they’re protecting.”
In mid-July, before the Prince William Times story published, staff for Representative Eugene Vindman — the Democratic congressman whose district includes the park — contacted the Park Service requesting “reports of a potential exchange or transfer of land within Prince William Forest Park. The inquiry asked for information on deed ownership as well as any legal authority for the Park Service to exchange land with a private corporation for development without congressional approval.
Vindman’s staff provided their request to me this week, informing me they never heard back.
“I’m very concerned about the proposed data center development in and near Prince William Forest Park,” Vindman said in a statement his office provided. “I have been clear that data centers should not be built near parks, schools, or residential communities, and I’ll continue to fight for our community on this issue.”
Very little about Highland Digital or its data center plans is available online, while Data Center Dynamics, a trade publication, has reported that details about the data center are “sparse.” A public meeting to discuss the project planned for the parcel the company currently owns was scheduled for May, but was then canceled after the developer rescinded a permitting application with Prince William County without a stated reason.
Highland Digital did not respond to requests for comment. Neither did representatives from Jeff Small’s firm, 76 Group, who was registered to lobby for the developer on behalf of EIS Solutions, the firm’s name before it rebranded in 2021. Small’s contact information is not public and I was unable to reach him for this story.
With reporting by Matthew Zeitlin.