Gina Hinojosa won the Texas governor’s race on November 3, 2026. She campaigned on an immediate statewide moratorium on new data-center construction. The pause would last until the Texas Legislature passes new laws. She also proposed ending tax incentives for data centers. She claims the electricity sales-tax exemption costs Texas over $1 billion per year. Texas currently hosts over 500 data centers. The state accounts for over 25% of planned U.S. data-center capacity by 2030. No permits have been revoked or projects canceled yet. The moratorium’s scope and duration remain undefined. Developers lack clarity on whether existing permits are grandfathered. Market reactions mention CoreWeave and Oracle but confirm no project delays. Unverified figures suggest 12–18 month delays or 45% of U.S. expansion at risk.
What changed
Texas had no statewide pause on new data-center approvals.
What it unlocks
Cloud buyers can plan around a potential delay in Texas capacity expansion.
- 25% of planned U.S. data-center capacity by 2030
- 500+ data centers in Texas
- $1B+ annual cost of electricity sales-tax exemption
Sources