WSJ: OpenAI Discusses Resetting 2027 Capacity Plans Morning After Midterm Data-Center Rout

At Jensen Huang's SF Opera House election-night party, tuxedoed AI executives watched voters reject data-center ballot measures in 40 of 41 jurisdictions across 10 states. By Wednesday morning, senior OpenAI leaders were internally discussing whether the results mean the company has to reset its 2027 data-center capacity plans, WSJ reports — a distinct thread from Thursday's public Community Compact. Goldman has warned up to 45% of planned US data-center capacity may now be at risk.