Another huge setback: OpenAI leaders are discussing whether to revise their 2027 data center capacity expectations following the US election results, according to The Wall Street Journal.

According to The Wall Street Journal, OpenAI's leaders are discussing whether to revise the company's 2027 data center capacity expectations after US voters backed candidates critical of data centers and approved local restrictions on new projects, raising the prospect of construction delays. The report points to growing anti-AI sentiment as a new constraint on the industry's buildout. It matters because OpenAI's capacity plans anchor the largest AI infrastructure spending program in the world, so any slowdown could ripple through chip demand, power markets, and the pace of model development.

• Kim2026-11-05 14:06