Donald Trump’s big, rapid American AI buildout now faces a major slowdown as voters in yesterday’s elections overwhelmingly supported candidates and measures that favored increasing restrictions on AI and data centers nationwide.

One resource from a polling firm, called Redbud Consulting, tracked data center initiatives on the ballot and reported that out of 44 measures across 10 states seeking to restrict data centers, 38 passed so far. Those measures included dozens of moratoriums and bans. Analysts suggested those won’t impact data centers already under construction or approved through 2027, instead largely impacting future projects planned for 2028. Only one measure passed allowing a data center to proceed. But even that small win represented pushback on the AI industry—requiring data center developers in a North Dakota city to pay for independent reviews and hold public hearings when expanding or proposing projects.

In addition to increasing regulations on data centers, voters also backed anti-AI candidates, electing officials vowing crackdowns in key states building out the most data center capacity in the US.

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Donald Trump apparently is so aligned with Nvidia CEO Jensen Huang—who has become the president’s key advisor on AI—that he ignored intelligence indicating that Huang was the target of a “Chinese spy plot,” and did so partly to protect Nvidia’s stock.

The New York Times spoke with people briefed on US intelligence agencies’ surveillance and granted them anonymity to discuss findings drawn from “classified intelligence.” According to sources, about a year ago, Trump was briefed that “Beijing was getting reports from someone with direct access” to Huang. That “someone” was Alice Huang, or Huang Le, a Chinese citizen and former top executive at a Singapore cloud company called Megaspeed.

According to sources, the US had already suspected that Alice Huang—who is not related to Jensen Huang—was helping China evade export controls to gain access to high-end Nvidia chips through Megaspeed. But it alarmed investigators to discover that she may have used her role at Megaspeed to gain direct access to Jensen Huang. It’s now believed she may have leveraged that closeness to feed China intel not only on one of America’s leading AI companies, but also to influence Trump’s thinking on AI. As Treasury Secretary Scott Bessent noted last month ahead of Trump’s AI talks with China President Xi Jinping, “the president is completely aligned with Jensen Huang, the CEO of Nvidia.”

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