Progressive lawmakers are pushing for a national moratorium on new data center builds after the Democratic midterm sweep. ING is already trying to sell about $500 million in data center loans, including debt tied to a New Mexico Stargate site, which shows the credit side is moving before any law passes. Data centers are the physical foundation of every AI earnings story from the past 2 years. If new construction gets legally blocked, hyperscalers and chip companies lose the clearest path to turning their capital spending into future revenue, and the growth numbers that justify current valuations start looking thin. Meta said political opposition to data centers could force it to pull back on AI investment. Does that make hyperscaler capex guidance the number to watch next earnings season, or does ING finding buyers for that loan portfolio matter more first?
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