New Delhi, Nov. 5 -- The US midterm election outcome could put 141 gigawatts (GW) of planned data-centre capacity at greater risk of policy restrictions, potentially slowing artificial intelligence (AI) infrastructure investments while supporting US Treasury bonds, according to a report by ICICI Bank.

The report said Democratic victories in the governorships of Texas, Georgia and Ohio have increased the possibility of tighter scrutiny of data-centre projects. The three states together account for nearly 33 per cent of the country's operating and planned data-centre capacity.

The incoming governors had campaigned on proposals to pause or restrict new projects, citing concerns over electricity and water consumption, utility costs and the ...