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AXIOS (Jim VandeHei) - The data center era that's reshaping America

Nothing is driving more new U.S. economic investment or political volatility than data centers . Why it matters: They're the Great Subplot of 2026, THE topic animating the AI race and elections . Everyone needs to understand the size, scope and sentiment surrounding them. The big picture: It's almost impossible to wrap your brain around the scale of the cash dedicated to this buildout — now the biggest capital project in human history. - The five biggest hyperscalers — Amazon, Microsoft, Google, Meta and Oracle — are set to spend more than $750B on capital expenditures this year. That's up 67% from last year, and roughly 75% of it is earmarked for AI infrastructure. The three things about data centers that you won't be able to…

Nothing is driving more new U.S. economic investment or political volatility than data centers . Why it matters: They're the Great Subplot of 2026, THE topic animating the AI race and elections . Everyone needs to understand the size, scope and sentiment surrounding them. The big picture: It's almost impossible to wrap your brain around the scale of the cash dedicated to this buildout — now the biggest capital project in human history. - The five biggest hyperscalers — Amazon, Microsoft, Google, Meta and Oracle — are set to spend more than $750B on capital expenditures this year. That's up 67% from last year, and roughly 75% of it is earmarked for AI infrastructure. The three things about data centers that you won't be able to…Open

AXIOS (Rebecca Falconer) - Trump says rejecting data centers is "a mistake"

President Trump defended the expansion of data centers in an interview with his former fixer, Michael Cohen, that aired in full on Sunday. Why it matters: Trump's support comes as data centers face growing backlash in both red and blue states. What he's saying: Trump told Cohen during their interview that the U.S. was leading China in AI "by a lot" and that data centers were not taking power from the grid. - "They're making their own power plants. They're building the most beautiful, you've never seen power plants like this," Trump said during the interview that was recorded last week. - "Communities that don't take a data center, they're making a mistake" because data centers create "tremendous amounts of jobs and money," Trump…

President Trump defended the expansion of data centers in an interview with his former fixer, Michael Cohen, that aired in full on Sunday. Why it matters: Trump's support comes as data centers face growing backlash in both red and blue states. What he's saying: Trump told Cohen during their interview that the U.S. was leading China in AI "by a lot" and that data centers were not taking power from the grid. - "They're making their own power plants. They're building the most beautiful, you've never seen power plants like this," Trump said during the interview that was recorded last week. - "Communities that don't take a data center, they're making a mistake" because data centers create "tremendous amounts of jobs and money," Trump…Open

AXIOS (Andrew Pantazi) - Texas welcomed the AI boom. Now Abbott says data centers "dug their own grave"

Texas Gov. Greg Abbott delivered one of the starkest warnings yet from a Republican executive to the AI industry, telling ABC's Jonathan Karl that data center companies "dug their own grave" and deserve the backlash they're facing after failing to win community support. Why it matters: Abbott is the latest governor to sharply change course on the AI data center boom he once enthusiastically courted as local opposition becomes a potent political force . - Democratic Pennsylvania Gov. Josh Shapiro, who last year celebrated a $20 billion Amazon data center investment, imposed new restrictions this week. - New York Gov. Kathy Hochul last month ordered a one-year moratorium on hyperscale data centers. Catch up quick: Just last November,…

Texas Gov. Greg Abbott delivered one of the starkest warnings yet from a Republican executive to the AI industry, telling ABC's Jonathan Karl that data center companies "dug their own grave" and deserve the backlash they're facing after failing to win community support. Why it matters: Abbott is the latest governor to sharply change course on the AI data center boom he once enthusiastically courted as local opposition becomes a potent political force . - Democratic Pennsylvania Gov. Josh Shapiro, who last year celebrated a $20 billion Amazon data center investment, imposed new restrictions this week. - New York Gov. Kathy Hochul last month ordered a one-year moratorium on hyperscale data centers. Catch up quick: Just last November,…Open