How the 2028 Primaries Could Cripple America’s AI Buildout

With designs on the White House, some Democratic governors are one-upping each other with costly regulations.

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Clockwise from top left: Illinois Governor J.B. Pritzker, Pennsylvania Governor Josh Shapiro, California Governor Gavin Newsom, and Maryland Governor Wes Moore at the 2024 Democratic National Convention in Chicago.

Mike Segar, Alyssa Pointer/Reuters

In June 2025, Pennsylvania Governor Josh Shapiro celebrated the largest private-sector investment in his state’s history: He announced that Amazon would be investing $20 billion into artificial-intelligence infrastructure in the Keystone State. His administration promised to help secure additional sites, build the necessary infrastructure, and move permits quickly.

By August 2026, Shapiro was singing a different tune. Data-center developers would have to bring or pay for their own power, meet new environmental and transparency standards, negotiate community-benefits agreements, and satisfy state officials before receiving incentives or expedited permitting. He removed data centers from Pennsylvania’s fast-track permitting program and declared that his state would not be “bullied” by developers.

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About the Author

Glenn Davis

Glenn Davis is the former director of the Virginia Department of Energy.

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