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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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What would happen to Project Jupiter if the Bipartisan American Affordability and Jobs Act is passed?
One of the nation’s largest data centers is struggling under permitting woes. So let’s play a game: would the bipartisan permitting bill in Congress make the path easier, or might the federal legislation be irrelevant to large hyperscalers under development today?
Meet Project Jupiter, a mega project in southern New Mexico in Dona Ana County under development by Oracle and OpenAI, with financial backing from SoftBank and political support from the Trump administration for being a part of Stargate, a major Trump administration public-private initiative boosting AI development. Project Jupiter would be one of the largest data centers in the country if completed and currently is expected to run on a microgrid powered by fuel cells converting gas to electricity, which the developers claim will burn much cleaner than a typical off-grid gas turbine power plant.
Solving the energy side of the equation is a major hurdle for Jupiter, largely because of permitting delays and legal challenges.
In mid-September, the New Mexico Supreme Court lifted a stay it placed on consideration of the project’s state air permitting application. But on Wednesday, the Santa Fe New Mexican published emails between the New Mexico Environment Department and Project Jupiter staff detailing that independent emissions modeling showed pollution would be greater than predicted by the developers, after they had already requested permission to emit more CO2 than the state’s three largest cities combined. A final decision on the air permit was expected in November; the emails suggest the deadline may slip further. After the emails were reported, Oracle declared it would try to reduce emissions from the site by more than 30%.
At the same time, the New Mexico Justice Department is opposing the Federal Energy Regulatory Commission’s environmental assessment under the National Environmental Policy Act for a gas pipeline key to powering the project. The state’s attorneys assert the agency improperly failed to examine how the data center’s use of the pipeline would affect the environment. This week, a dozen GOP attorneys general representing states with large gas industries wrote FERC insisting they ignore the state’s protests, arguing that a recent Supreme Court ruling – known colloquially as Seven County – meant the federal government doesn’t need to look at the data centers gas pipelines are feeding when the lines are reviewed. Oracle has declared a “force majeure” over the pipeline delay. Rumors have circulated that trucks may just bring gas in for operations; company representatives told the Dona Ana County Commission this week those claims were “misinformation.”
Amidst these delays and potential legal conflicts, I’ve sought to understand whether projects like these – large data centers racing to operate within the next year or two – would be affected by enactment of the Bipartisan American Affordability and Jobs Act of 2026, a major permitting reform deal negotiated in part by New Mexico’s senior senator, Energy and Natural Resources chairman Martin Heinrich.
In Washington D.C., this legislation is exciting many constituencies, including energy industry types, policy wonks, business-friendly climate advocates. At the same time, more conservation-minded environmental groups opposed to provisions benefiting the fossil fuel industry are leaning into an argument that the legislation would accelerate a new era of gas-dominant data center construction.
Last week, I wrote about the environmentalists’ argument. I also examined the parts of the bill unlocking a new transmission build-out and requiring data center ratepayer protection. If enacted, FERC would have to require utilities to charge data centers not only for the costs of new grid upgrades but the charges incurred for using the grid, too. As my colleague Robinson Meyer has written, by forcing AI infrastructure operators to pay for both embedded and incremental energy costs, the legislation would essentially mean data centers paying both to reduce rates and build new energy generation. We’re seeing in real time what happens when you don’t deal with the transmission connection system while building new grid upgrades: companies will often opt to just build their own private off-grid fossil fuel islands. In Texas, for example, we’re seeing transmission hook-up delays lead to companies just building their own gas plants instead. This is not to say companies won’t still go off the grid if this bill passes, but it’s a serious consequence of our dilapidated energy system worth considering.
So I decided to evaluate Project Jupiter as a test case. How might the permitting bill affect this project and other big data centers at a stage like it?
For starters, let's say what the permitting bill does not do. It wouldn’t change the Clean Air Act. Project Jupiter would be one of the largest data centers in the country if completed, as well as potentially one of the nation’s biggest CO2 emitters if permitted as proposed. Nothing in the bill would affect requirements that the project adhere to national air emissions standards, so it wouldn’t affect the New Mexico Environment Department’s pending decision around the project’s air permits.
Enacting BAAJA could potentially affect this sprawling data center project in extremely hypothetical ways. It would reduce legal risks associated with future interstate gas pipelines under development expected to potentially branch out to Project Jupiter, including the Desert Southwest Expansion pipeline. It’s easy to understand in the words of Robert Pattinson in Primetime how this looks: like an easier path to expanding gas generation in this area.
On renewables, the bipartisan permitting deal would codify new permitting certainty and timeline provisions that claim to make it easier for companies to pursue solar development on federal acreage managed by the Bureau of Land Management. Project Jupiter just concluded a request for proposals to procure two gigawatts of renewable energy including solar power to meet the developers’ pledge to achieve 100% carbon matching by 2031 and Thiagarajan previously told the commission they’ve examined potentially getting energy from solar projects nearby on BLM lands.
But all of this is too theoretical and the case for any individual early-stage energy project too. Not to mention that we have no idea how the Trump administration would implement this certainty language, even for Project Jupiter.
To me, if people want to earnestly understand how the bipartisan permitting bill might actually affect data centers, they need to fully consider how making it easier and more transparent to hook up to the existing electric grid could reduce how much on-site gas generation is used at AI data center operations.
Delays in state permitting for the off-grid fuel cell plant have led Project Jupiter’s developers to consider what turning to the power grid would look like. In early September during a Dona Ana County commission meeting, Oracle executive vice president Mahest Thiagarajan told the panel, “If we end up in a situation where the air permit is not actually approved, I do have to work with a grid provider. Whether it is actually part of the grid or they built the grid for me could be TBD.”
“It doesn’t need to be on the grid, but I need [a] source of power to help power the data center,” Thiagarajan said.
Commission chair Manuel Sanchez replied that the microgrid plans were established in their community benefit agreement but he supported proposals requiring data center developers paying for upgrades and directly paying to reduce electricity rates for nearby residents. “It’s actually provided a downward pressure on rates,” Sanchez said, referring directly to such a policy created by the Georgia Public Service Commission.
Thiagarajan agreed. “My current plan is to continue to work with NMED [the New Mexico Environment Division] and get the off-grid site. If for any reason we have to, because I don’t have the air permit and I have to build the site, I strongly believe it has to come with me bringing down pressure to the rates. Period. I don’t think that’s a question of, I’m not increasing the rates. I actually have to come in and say, I am lowering the rates here.”
If Congress enacted this permitting bill in the lame duck, would Project Jupiter ditch plans to be off grid? It’s challenging to prove or disprove such a hypothetical. Representatives for the project did not respond to requests for comment. But we know any attempts at grid hookups without greater ratepayer protections are only leading to more conflict locally; this week, when Project Jupiter tried proposing a hook up to the grid for emergency power, the county commission fumed. Right now, the plan is still to power Project Jupiter with the gas fuel cell generation on site.
As I concluded this research, I noticed Heinrich’s office has actually promoted news coverage about what his efforts to enact data center ratepayer protections would do to Project Jupiter.
In early August, as the Senate was leaving for a summer recess, his office republished a Santa Fe New Mexican article about legislation the senator authored – the GRID Savings Act – and its potential impact on Project Jupiter. The article claimed that if Project Jupiter was unable to get its air permit, they’d be able to get power a different way under his proposal. The local news outlet also quoted an email from Sanchez, the county commission chair, stating that Heinrich’s bill “could be an avenue for Project Jupiter to fulfill their requirements if the air permit is denied.” Sanchez did not respond to requests for comment.
So I asked Senator Heinrich’s office for comment about this republished article, as well as if his permitting deal would indeed help ensure Project Jupiter was completed and came online. To conclude this story, here is their full statement:
The Senator has been clear that building big things responsibly means putting communities first. As he stated in his interview with the Albuquerque Journal, Project Jupiter botched community engagement from the start.
BAAJA is about making sure we build the energy infrastructure we need while keeping costs down for families and small businesses in New Mexico and across the country. The legislation would help get new energy generation, primarily clean energy, on the grid. By getting the energy onto the grid, states like New Mexico, which has enacted the Energy Transition Act, can continue working to ensure the energy powering our grid is increasingly clean.
The Senator has fought to ensure that growing energy demand doesn’t come at the expense of New Mexicans’ electricity bills by requiring data centers to pay for all of their associated transmission costs, rather than those costs shifting onto ratepayers. Ultimately, the Senator strongly believes that any major development, including data centers, should come as a benefit to the communities that host them, not a burden — and that starts with meaningful community engagement and real benefits for New Mexicans.
To be clear, BAAJA is federal legislation focused on energy infrastructure and grid connectivity. It does not ‘permit’ data centers. State and local government approval is still required. The Senator's legislation addresses the federal energy infrastructure challenges associated with a grid that cannot keep up with demand; it does not circumvent the state and local processes that determine whether Project Jupiter moves forward.
Media representatives for Project Jupiter did not respond to requests for comment.
And more of the week’s top news around project fights.
1. New England (and Maryland) – The Trump administration is still messing with offshore wind farms, even while trying to pass a permitting reform deal. Examining the court filings reveals why they may feel empowered to do it — and I’m not sure how this ends.
2. Columbia County, N.Y. – New York’s renewable energy permitting office has rejected an upstate solar farm on farmland as a House Democrat representing the area joined hands with the Trump administration in publicly railing against the project.
3. Cumberland County, N.J. – The Vineland data center project is impacting the sector’s reputation in the Garden State.
4. Hood County, Texas – It looks like this corner of Hill Country is going back to court over a data center.
A conversation with Harmol Samra of Host Digital
This week’s conversation is with Harmol Samra, CEO of data center developer Host Digital. I asked Samra for a conversation because his team expressed a willingness to offer candid views on the industry’s problems with social license to operate — namely, why is the industry botching this so badly? From his point of view, many could learn a lot from industrial revolutions of the past, and they should be careful not to let mega-project expansions get in the way of broader acceptance of the data center sector.
The following conversation was lightly edited for clarity.
Can you start with your experience right now trying to get permission to build and operate data centers in the U.S.?
What we do is we focus on data centers between 20 megawatts and 100 megawatts — we call them “right-sized” — that are currently energized and delivering in the next 10 to 14 months. So really focusing on the front end of that curve. To your question of social license, we’re focused on building the right-sized data centers that communities are used to seeing and have been seeing for the last 20 years. Very similar to any other industrial warehouse you would see in your community in a business park or things like that. We’re not building multi-gigawatt campuses in a community that has 20,000 people and has an overarching, overbearing impact.
On the social license piece of it, we understand that this is the base layer of infrastructure we’re building. We’re providing the base layer as long as we agree that we all want to store our data for cloud usage, we do need to train our models, we all want to interact with AI and have some imprint — that’s what we support.
On the community benefits piece, we don’t ask for any tax breaks or incentives anywhere we go. In fact, we do the opposite — in most cases we set up community benefits programs. Our data center might become operational in a year, and that’ll pay real estate taxes, but what about in between now and then? In instances, it’s been a new AI training program in high school. In other instances, it has been [people saying], “AI’s great, but using it is expensive, so what if we could provide tokens so students can learn?”
Can you give us an example of a time you were challenged in developing data center infrastructure? Help us get a better understanding of how you’ve faced this backlash yourself.
Our first site in northeast Oklahoma, in Tulsa, enacted a moratorium on data centers after we purchased a site and were going through our leasing and financing process for it. It was a bitcoin mining site we were converting to a data center, in this case. We went to engage with the community, with the city planning office, and with the city council members. Unanimously, by 9-0, we got an exemption [from their moratorium] for us to be able to go build their data center.
When we went and made our case, what we are doing in our strategy was retrofitting this site. Not really adding new load to the system. They said, “The moratorium was not put in place to capture developments like you.” It was put in place for the mega campuses. It was about walking them through our strategy with a site that has been drawing power for the past few years.
Do you feel retrofitting sites changes the perspectives of local officials?
Yes it does, because there are a couple of things you can address up front. We’re not asking for new load; 55 megawatts has been drawn to the site for the past few years. The building we’re converting has been there for years. It calms people’s fears about a new data center coming. It’s just a building that has its computers.
It becomes easier and more bite-sized to digest. Now, obviously there are no gigawatt-scale things you can retrofit.
What do you think other energy sectors can teach the data center sector from their experiences dealing with backlash?
Overarching, as an industry, we have to be net positive to a community.
Other energy sectors and players have worked with their actual impacts to the climate and to the community, and that’s what we have to learn. If you build a data center, what is the social benefit? Through jobs? Through revenue? Through infrastructure they need? It’s the point we need to hammer home.
What do you think of some of the strategies raised thus far to improve community benefits? I’ve heard some new ideas like data center dividends, and I wonder what you make of all the proposals floating out there.
One idea is tax offsets.
Let’s say you’re going to build a data center in a town with 10,000 people. They’re all paying on average real estate taxes of $3,000. That’s a total impact of $3 million that people are paying out of their pocket. Now, if that can be supplemented by having a new data center there, offsetting that entire dollar amount, that is a direct benefit to people living there. It’s a net benefit to local residents.
There’s a reason some of the impact plans we are seeing today are direct and dollar-denominated, right? We can offset taxes, pay for our own infrastructure upgrades, add new generation to the grid — wherever we build a data center, we can build a new renewable asset and bring energy back to the grid. Frankly, some of these ideas have resonated with communities.
Why do you think the data center unrest and backlash is happening, then?
I think the biggest reason we’re seeing that is that data centers are a physical embodiment of what artificial intelligence is. It’s the base asset for AI to work. There’s a lot of unease about how we perceive AI will impact our society and our lives and livelihoods, and its harder for communities to tell an Anthropic how to change their models. But they do think if they stop the buildout of a data center, they can stop the expansion of AI until we all figure out where it goes.
Some of the factual opposition in the beginning was high electricity usage that might impact people’s bills. That’s been addressed. Excess water? That’s been addressed. Noise impacts? You can put cooling equipment outside and wrap it in a way with sound barriers where it doesn’t impact.
The factual impacts, Jael, I think have been addressed. It’s more a corollary function of how people feel about AI — that with the data centers, people see a physical asset and they wonder how to stop that.