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Reuters/Ipsos poll finds 56% of US voters want limits on building data centers

Fifty-six percent of US voters, including 43% of Republicans, back limits on building data centers, a Reuters/Ipsos poll found. That puts local siting fights at the front of the political risk to AI spending before the November 3 midterms.

The Investor · Invest desk

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Illustration accompanying Reuters/Ipsos poll finds 56% of US voters want limits on building data centers
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What happened

  • Some 57% of registered voters, including a third of Republicans, said the Trump administration has not taken AI risks seriously enough or at all, and 54% said the same of Congress.
  • The voluntary safety principles Trump announced with Nvidia, SpaceX, OpenAI, Anthropic, Meta and Google include no stated consequences for a company that does not comply.
  • Eighty-four percent of voters called AI a threat to American workers, more than said so of large corporations (73%) or illegal immigration (60%).

Compiled by The InvestorSomething wrong?How this is made

Why it matters

  • precedent Until Congress returns, federal AI policy consists of company pledges without penalties, so any binding limit on AI builders before November has to come from states or localities.
  • exposure Developers' siting risk tracks party control: Democrats back construction limits 26 points more than Republicans do, a wider split than the 19 points on AI regulation in general.
  • contradiction The poll's only trend line is flat, with 62% fearing AI could get out of control, about the same as last August, so the case for rising pressure rests on jobs and data centers.

A poll can reach a capital budget in three ways: federal rules, energy prices or permits. The federal route is closed until the vote. Congress has failed to agree on AI guardrails, and lawmakers are expected to stay away from Washington until after the midterms [8]. Energy is the route the Reuters report stresses, describing data centers as noisy, power-hungry neighbors that are pushing up utility bills [10]. Permits are the route this poll measures most directly, with 69% of Democrats and 55% of independents backing limits on building [6].

I think permits are where the poll costs developers money first. A siting limit can come from a statehouse or a county and needs nothing from a Congress that has gone home. Candidates of both parties in congressional and statewide races are already urging a pause in construction [9]. The counter-case comes from the White House: Trump has repeatedly backed data-center construction as vital to US competitiveness [11]. Asked about voters' fears for their jobs, a White House official said: "The Trump administration's priority is to ensure there is a booming economy so that workers have many opportunities and experience limited volatility from any short-term disruptions." [12]

In both parties, voters are keener on regulating AI than on stopping its buildings [5][6]. That leaves a candidate room to promise AI rules and still welcome a project. Among Republicans, support for construction limits runs 18 points below support for stricter regulation [17]. Among Democrats the gap is 11 points [18].

When asked why his government has not set limits, Trump often says the US tech industry would fall behind its Chinese counterparts [13]. Daniel Kokotajlo, a former OpenAI staffer who quit in 2024 because he believed the company was not behaving responsibly [16], said of that argument: "That's an important concern but it's not top of mind for most Americans, nor should it be." [14] The more pressing concern, he said, is that AI could cost people their jobs or threaten health and safety [15].

The siting thesis fails if majorities keep backing limits while states and counties keep approving projects. The report does not link the poll's numbers to any cancelled project or any change in spending.

What to watch

  • Whether the Congress that returns after November 3 takes up AI guardrail legislation, the first route to binding federal rules.
  • Whether the independent auditors named in the voluntary safety principles publish any findings on the six developers.
  • Whether utility regulators start assigning more of the cost of data-center power demand to the projects themselves, in response to the bill complaints the Reuters report describes.
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