The Download: Texas’s fragile AI boom and energy policy shifts

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology.

Texas was the new epicenter of the AI data center buildout. That might be kaput.

Texas is the fastest-growing data center market in the US and ground zero for Big Tech’s largest AI buildouts. But the blue wave that swept the Lone Star State may jeopardize that position.

Democrat James Talarico won the US Senate seat, Gina Hinojosa won the race for governor, and Democrats will take control of the Texas House for the first time in 24 years. They won after making data centers a central issue on the campaign trail.

The swings could spell trouble for hyperscalers with ambitious plans in the state. They also add to growing anxiety that America’s AI buildout could stall.

Here’s how the election results could reshape AI’s future.

What’s next for US energy policy after the midterm elections? …